[bityard]

All of AVGO/Broadcom's moves with VMware have been to keep revenue somewhat steady by focusing on their biggest customers locked into their ecosystem, while drastically cutting back everything else to lower expenses. This should produce excellent short-term financial results which the market will very likely reward with a higher stock price over the next year or two. The board and C-suites know what they are doing.

Of course, destroying the trust they had with their customers means the long-term prospects of the VMware are not so good.

[gonzo]

so they sell the husk of VMware back to Dell when they're done.