Full Stack?

The Omdia authors surmised that Dell’s divestiture of VMware reflects Dell giving up on a full-stack approach. 

However, they wrote that a full-stack model makes sense in edge computing, where enterprises lack resources to build custom solutions.

“Being able to purchase an appliance and just drop the application on it with the confidence that it will work and be compatible with the rest of the enterprise’s environment is appealing. VMware has a large customer base and is a platform in all public clouds as well as on-premises, so in theory it is very well placed,” they said.

“However, the VMware technology as a stack is expensive, when compared to the newer Kubernetes approach. Therefore, the big question is, if Broadcom does have full-stack ambitions, how is it going to package and price the stack?”