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Yep, that's Broadcom's business model ... buy a business (VMWare), ignore its smaller customers, upsell the Fortune 500 on the product (VMWare) to push out competing solutions, and keep the line items on those Fortune 500 bills growing. It's worked for them I guess. I left a Broadcom acquisition before the takeover.


It’s kind of par for the entire enterprise market as a whole similar to the structural problems of b2b companies. SMBs are hard to serve effectively and the margins are slim, so you’ll see companies that are b2b move more toward SMB b2b (see: Best Buy although Apple is the clear exception here). Everyone chases the big accounts because the model is less risky no different than how there’s no shortage of luxury homes being built.




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