Special: Heavy Strategy Ep27 Broadcom And VMware – What’s Gonna Happen?

Heavy Strategy is a new podcast from Packet Pushers. We look at the strategy and business of IT Infrastrucrure in two-sided debate format. We believe that the questions are more important than the answers since its all your responsibility anyway. In the episode, Johna and Greg give cold takes on the Broadcom/VMware acquisition. We consider Broadcom’s stated goal to increase VMW profit margin from 35% to 65% and what this will mean to customer experience, price increases, changes in sales and speculate on which products will be sold off or ended. Its certain that big changes are coming to VMware customers and we discuss what we know and what might happen.