I wanted to pivot a little and reflect on the VMware and Broadcom deal. Since the deal closed in November, details have been steadily emerging as to how Broadcom will reshape VMware. There have been a number of announced changes to the VMware product line, licensing, and costs. Not all of the changes have been received positively by existing customers. Existing customers are now receiving new quotes on renewals with pricing that may not reflex their existing budgets.
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