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this post was submitted on 15 Sep 2023
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While I know nothing of the numbers... This was my understanding of it as well. That they'd make probably just as much if not more money because of the captive groups.
However, while they might be captive now... Doesn't mean they'll be captive forever. VMWare is going to lose the entire market over this very rapidly, then the rest slowly after.
Indeed. However all the key people making this call will have made a few million off the husk on the way down, and will have moved on to drain the next company.