While there are now very few messages on this board I have been recently following the Broadcom VMWare saga on the VMWare board.
Seems that they are now at some kind of inflection point with Chinese authorities not approving the deal at the expected date in the context of a complicated geopolitical situation between USA and China.
Overall it appears this is now unsure that Broadcom would be able to complete the VMWare acquisition. And it has been confirmed that this would be at least delayed…
Financial Times, Oct 30, 5:08 am -- "US chipmaker Broadcom and cloud software company VMware have delayed the completion of their $69bn merger, which had been scheduled to close on Monday."
So I was thinking to that.. would this have an impact on Cloud Software ?
I personally think there is a remote scenario where Broadcom would acquire Cloud Software instead of VMWare and TK would return to Broadcom. But there could be other scenarios…
But anyway the season is not over and many things will happen in coming weeks.
Stay tuned !