Gartner and Canalys are a little concerned about Broadcom’s $61 billion acquisition of VMware .
Canalys chief analyst Alastair Elms warned that Broadcom had no experience in merging VMware with existing software and security assets from CA and Symantec and success will depend on how Broadcom executes against this plan.
“Integrating the different parts of the business will be complex, with some parts overlapping and others lacking clear synergies.”
Elms said the benefit of the deal is it will give VMware “true independence” from Dell, with Michael Dell selling his 40 percent stake, allowing it to pursue its goal of being the ‘Switzerland’ of the IT industry, and strengthen its alliance partnerships.