Hardware-Software Convergence
The Broadcom-VMware deal reflects the convergence Gilman sees occurring between software and hardware.
“You want to get the software as tightly integrated into the silicon as you can so you can then build value-added services and offerings on top of it,” he said.
Irwin Lazar pointed to the same trend.
“Broadcom can deliver cloud computing/virtualization solutions that are fully integrated with its hardware, and that could potentially give it a leg up on others who lack hardware optimized for their software,” Lazar said.
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