I have a very different view on this purchase, and I f my thesis is right, then it just might be the best move ever ( Michael Dell has certainly won again with this deal.) Here is my vie, VMware has become the OS of the private cloud. Sure Linux based, but from an enterprise perspective, VMWAre is closer to the HW than any other OS. Considering that Broadcom is a HW company, and that they are looking to fend off Qualcomm, Amd, and Intel as key competitors, should they move to build ARM or RISK-V based server for the enterprise, they could be at a mejor advantage on those CPU architecture. Just a thought from over the pond, but they could buy Ampere and be in that market very well positioned to take in the Enterprise space end to end, they would only need storage if you don’t consider VSAN as a valid solution in that space. Tim will tell.