发布于: | 雪球 | 回复:5 | 喜欢:0 |
intel和aws自己不买vmware,也没啥资格说是不是希望brcm不买。brcm买了pat的前东家,以后再在intel的fab生产,刚好符合pat idm2.0的战略,哈哈。
我觉得涉及反垄断。看看一篇英文分析
A potential Broadcom (NASDAQ:AVGO) acquisition of VMware (NYSE:VMW) is expected to see antitrust pushback, especially from other industry players who see VMware as the "Switzerland" of the data center segment.Although Broadcom (AVGO) and VMware don't directly compete, technology companies from chipmakers like Intel (INTC) to cloud computing companies such as Amazon (AMZN) Web Services, work with VMware. Those companies might not want VMware, which they view as a neutral actor, to be owned by Broadcom, according to an earlier report from The Information.The potential $60 billion acquisitionof VMware (VMW) also comes after The Information previously reported that Broadcom is said to be investigated by the Federal Trade Commission for allegedly mistreating its chip customers.It's also possible that other suitors may now be interested in VMware such as Microsoft (MSFT), Google (GOOGL) and Cisco Systems (CSCO), according to the report.Recall that Nvidia's planned purchase of chip design firm ARM was scuttled at least partly after facing severe resistance from industry players.