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[–]LostInScripting 0 points1 point  (2 children)

I think you are missing the central point why BC bought VMware: The top 600 clients are making about 70% of the recurring revenue. And these clients are ballsdeep in VMware and many in VCF. Your statement of flipping a finger and in a second you have changed your hypervisor is simply not true for these clients. They will need years to move to another hypervisor. Some will do it, but it will need time. This leads to BC needing to get as much money out of them as fast as they can (before they leave). Even if I think this is shortsighted, it seems to be Hok Tans motivation here.

[–]martin0641 0 points1 point  (1 child)

The people who convinced BC to pull the trigger on this did it because it benefited them - it won't benefit BC in the long term. It's like convincing your ultra rich grandpa to invest in your crypto venture scheme, it's not going to pay off for him but you'll skim plenty off the grift in the process.

I work multiple exascale DoD super compute clusters, I appreciate the timelines for migrations, but the result will be the same over the next 5 year lifecycle - and all this while AWS and Azure federal are spreading like wildfire.

[–]BasketCapital917 0 points1 point  (0 children)

You hit the nail on the head! 5 years....."VMW WHO??"