I get that this is a deliberate strategy by Broadcom, but can someone explain how the strategy makes any sense? Broadcom apparently spent $69 billion to acquire VMware, so how does setting it on fire make sense financially?
So if you have a customer (A) whose current business is worth $80M to you, and you have a customer (B) whose business is worth $8M to you, you might look to consolidate some of your operations to try to get $88M of value out of customer A with less expenditure than you need to lay out to get the $8M from customer B.