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Broadcom loses another big VMware customer

(www.theregister.com)
146 points belter | 1 comments | 03 Dec 24 16:44 UTC | HN request time: 0.334s | source
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czscout ◴[03 Dec 24 18:25 UTC] No.42309415[source]▶
It really does seem as though Broadcom is entirely shifting VMware's focus the the top 5 or 10 percent of customers who probably make up the vast majority of the actual profits. The message they've delivered time and time again to businesses outside that group is pretty simple "go away" price.
replies(2): >>42309667 #>>42310020 #
1. silvestrov ◴[03 Dec 24 19:12 UTC] No.42310020[source]▶
Problem is when the expunged 90% creates a market that gets filled with a cheaper product that also can do what the top 10% needs.

Then VMware dies because it cannot decrease prices anymore due to lack of volume.