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As it was explained to me, there's enough cream in taking the top 10% of customers direct, that ruining all their other relationships is worth it.

At least in the short term. Because if you are a VMWare partner who just had your biggest customer taken away from you to go Broadcom direct, you are probably now a HyperV, ProxMox or X Cloud shop, looking to lure your big whale back.

We started pushing people away from VMWare when the Broadcom acquisition hit and its been constantly reinforced as a great idea.



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