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It looks a lot like VMware just lost a 24,000-VM customer • The Register
(www.theregister.com)
This is a most excellent place for technology news and articles.
You're not wrong!
I think Broadcom overplayed it on this one, as this example shows.
Or, they're playing a game we can't figure out. A 20,000 VM client is in the "large customers we want to keep" category.