
How 1 company left VMware over Broadcom license changes
"We either were going to eventually have to pay the new licensing prices or find a different solution,” Kimley-Horn Technical Analyst Cayla Collins said.
CEO Rajiv Ramaswami said the vendor added “roughly about 700 customers in this quarter,” and that “the vast majority of them are probably VMware customers.”
“A Juniper deal without the Wi-Fi business still has merit" for Hewlett Packard Enterprise, noted Bloomberg Intelligence's Woo Jin Ho.
Active preparation is key, but also be prepared to seek alternatives.
“What I'll say here is that I think both sides right now have pretty good arguments,” said Bloomberg Intelligence litigation analyst Jennifer Rie.
The move provides some much-needed momentum toward propelling network virtualization opportunities.
“We haven't skipped a beat at Juniper as we go through this process, you can see it in our results,” CEO Rami Rahim said.