Velocloud will be good for Arista but Arista won’t be good for Velocloud. Arista will use the sales teams to exploit the SP segment for switching and routing. They will incorporate SASE into the routers and kill the standalone devices.
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What will happen with the VMware products after Broadcom? Given the changes made to the channel VCF's future is in play. It's questionable why Broadcom kept the other 3 product lines. For them the future is not good.
#vmware #broadcom
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How are customers responding to Broadcom's changes to VMware's policies? I have been talking with people to find out. Most of the activity is around the server virtualization products like vSphere and ESXi.
#vmware #broadcom
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What is the advantage for Edge Compute from VMware SDE BU after the merger with Broadcom? The Six Five Media asks questions of Sanjay Uppal VP/GM. I listened to this 18-minute video for you. Here are my comments. #vmware #broadcom
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EUC is in play with PE firms EQT AB, KKR and Toma Bravo for $5 billion. Will Broadcom sell off 3 other business units? Broadcom is focused on VCF products, which are a fit for their asset-stripping model. The other BUs are not.
#vmware #broadcom
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VMware SDE BU does not own its Edge Compute product. This makes them dependent on cooperation from the TNZ and VCF BUs for the success of their product and subject to disruption by Broadcom.
#vmware #broadcom
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As they further their bundling strategy VMware announced that they have incorporated Aria in VCF and VVF bundles. This is their effort to increase margins by requiring you to buy parts that you might not need.
#vmware #broadcom
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Microsoft Hyper-V could become the dominant hypervisor. We see this story over again. It's happening with VMware now. #vmware #broadcom linkedin.com/posts/mcleonard…
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What happened when Broadcom acquired Symantec and why were they ripe for purchase? A lesson for VMware and Broadcom.
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#vmware #broadcom
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Seen at the DC airport. When I went to college you didn't need a student loan. You didn't need to mortgage your future. School was affordable. #studentloan #debt #college
Chicago gangster style business suit meets jeans and polo shirt. How will this date end up? #IBMredhat #IBM #RedHat
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Just got this message from my health care insurer. "A $20.00 convenience fee will be added to all online payments." I guess I'll mail them a check and let them manually process it. So much for the digital transformation. #DigitalTransformation
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Dear EU functionaries we have known that websites use cookies for many years now but thank you anyway for the endless reminders.
The housing situation will only get worse as tech companies push down salaries while home prices continue to climb.
In Silicon Valley, 59% of tech workers can’t afford homes venturebeat.com/2018/07/31/i…
Nakamoto Bitcoin store in Vienna. Is Bitcoin going Main Street? #bitcoin
It was a fun race to watch. My Citrix umbrella kept me dry one day and sunburn free the next. #HungarianGP










