On: Intel delays $28B Ohio chip fabs to 2030

[dangus]

I think another problem is that Broadcom is even more poorly managed than Intel and I think that matters a lot when it comes to M&A.

We can look at VMWare as a direct example.

It’s like when you see a company sold to Oracle or IBM you know it’s not going to be better than the status quo.

Pretty sure my cellular modem is made by Qualcomm.

[alephnerd → dangus]

> I think another problem is that Broadcom is even more poorly managed than Intel

> We can look at VMWare as a direct example

What do you mean by that?

VMWare has legitimately been ill managed for years now, and absolutely needed the chainsaw treatment. They had too many SKUs and their AEs gave ridiculously discounted quotes to make quota.

There's a reason Apple uses Broadcom for cellular modems.

[dangus → alephnerd]

Broadcom took over VMWare and pissed customers off by raising prices and focusing on upselling:

https://arstechnica.com/information-technology/2024/03/broad...

Apple uses Qualcomm modems, not broadcom, and now makes its own modems starting with the iPhone 16e. Broadcom is mostly used for Wi-Fi and Bluetooth.

https://9to5mac.com/2025/02/19/apple-reveals-c1-its-first-in...