Casado had a “very unique opportunity” to join Andreessen Horowitz after almost four years at VMware since his startup was bought by the company for $1.2 billion. VMware has a “scale-proven executive” in former Broadcom and Cisco executive Rajiv Ramaswam taking over the networking and security business unit. “We believe we’re well-positioned for the future,” Gelsinger said.
Dell-EMC deal looms
Undoubtedly, the Dell-EMC deal continues to loom over VMware, but Gelsinger says he positions it in “a very trivial manner.” He’s spoken to 250 to 300 customers who have been curious about the deal, but he said VMware’s strong fourth-quarter results did a lot to assuage concerns.
“I had a majority shareholder called EMC. As the deal finishes I’ll have a majority shareholder named Dell. And other than that, not much changes,” Gelsinger said. “We have an independent company, an independent board, an independent ecosystem and unique customers and products. I am deeply committed to sustaining our independence going forward, even as Dell will help drive our growth.”
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