TEK2day

Operating at the Intersection of Technology and the Capital Markets

    Tag: VMW

    • Broadcom Agrees To Acquire VMware

      Broadcom agrees to acquire VMware for $61 billion As we wrote previously, we believe this acquisition is a strategic blunder on the part of Broadcom (AVGO). Broadcom’s acquisition of VMware (VMW) is essentially a “bet the company” type of acquisition given the amount of purchase consideration ($61 billion) and also given the fact that the…

    • Bold Broadcom Pursues VMware

      Last year Broadcom pursued an acquisition of SAS Institute (private) before SAS Co-founder and CEO Jim Goodnight withdrew. Now, the WSJ reports that Broadcom (AVGO) is working to acquire private cloud and infrastructure software provider VMware (VMW). While the SAS pursuit was bold and creative, the prospective VMW acquisition is bold, risky and lacks creativity.…

    • Pat Gelsinger Will Make A Fine CEO at Intel. This Move Foreshadows A Trend.

      Intel (tkr: INTC), lacked a CEO with Technology chops as we recently wrote. Pat Gelsinger has the Technology chops to serve Intel well including his previous stint as Intel CTO before becoming a senior executive at EMC and ultimately CEO of VMWare (VMW). Listen to the most recent episode of the TEK2day Podcast (Click HERE)…

    • Competing for Employees in the WFH Era

      Tickers mentioned: AAPL, AMZN, FB, GOOG, MSFT, VMW, TWTR Deep-pocketed companies such as Alphabet, Amazon, Apple, Facebook and Microsoft have a competitive advantage in the Talent War – especially during the Work-From-Home era. On that front, VMWare and Twitter just shot themselves in the foot. VMWare and Twitter said they will adjust compensation downward for…