> Broadcom's "strategy" is absolutely baffling to me.

If one believes that they intend to get new VMware customers, or that they intend to have more than single-digit numbers of customers on VMware ten years from now, I can see how that might make their strategy baffling.

They appear to have made a lot of money doing what they're doing, so it looks to be working quite well for them... regardless of what the public or their former customers think about it.