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From: George Dunlap <George.Dunlap@citrix.com>
To: "publicity@lists.xenproject.org" <publicity@lists.xenproject.org>
CC: Stefano Stabellini <sstabellini@kernel.org>, Alex Agizim
	<alex_agizim@epam.com>, Andrew Wafaa <andrew.wafaa@arm.com>
Subject: Interview prep: Sanya Rao
Thread-Topic: Interview prep: Sanya Rao
Thread-Index: AQHYtAV3UuoVV3xkMkadTVJ0GcUIMg==
Date: Fri, 19 Aug 2022 19:54:17 +0000
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Hey all,

I received a request for an interview regarding Xen=E2=80=99s take on =
the Broadcom VMWare acquisition.  I=E2=80=99ve done some =E2=80=9Cprep =
work=E2=80=9D, saying what my *real* opinions are, and then what I might =
want to say to her in the interview; you can find her initial query and =
my thoughts here:

=
https://cryptpad.fr/pad/#/2/pad/view/4MZyoCT8s--az3Koo5QBPCOI3QHAGIKEceXQo=
sly43I/

I accepted the interview in particular in the hopes that I could put =
that sound byte in there about open source meaning that if one company =
abandons a large tranche of customers, another company can sweep in and =
cover them.

The interview is Monday evening, 9pm BST.  I=E2=80=99d appreciate any =
feedback =E2=80=94 particularly anything you think I shouldn=E2=80=99t =
say; but anything you think I should add as well.

Thanks,
 -George

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To: George Dunlap <George.Dunlap@citrix.com>
cc: "publicity@lists.xenproject.org" <publicity@lists.xenproject.org>, 
    Stefano Stabellini <sstabellini@kernel.org>, 
    Alex Agizim <alex_agizim@epam.com>, Andrew Wafaa <andrew.wafaa@arm.com>
Subject: Re: Interview prep: Sanya Rao
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On Fri, 19 Aug 2022, George Dunlap wrote:
> Hey all,
> 
> I received a request for an interview regarding Xen’s take on the Broadcom VMWare acquisition.  I’ve done some “prep work”, saying what my *real* opinions are, and then what I might want to say to her in the interview; you can find her initial query and my thoughts here:
> 
> https://cryptpad.fr/pad/#/2/pad/view/4MZyoCT8s--az3Koo5QBPCOI3QHAGIKEceXQosly43I/
> 
> I accepted the interview in particular in the hopes that I could put that sound byte in there about open source meaning that if one company abandons a large tranche of customers, another company can sweep in and cover them.
> 
> The interview is Monday evening, 9pm BST.  I’d appreciate any feedback — particularly anything you think I shouldn’t say; but anything you think I should add as well.

I would not say "they're purposely stepping back from the vast majority
of the market". The quote claims that VMWare will "focus on the 600
largest software customers". It is not the same thing. Focus on the
biggest customers doesn't necessarily mean that they are going to step
back from the smaller customers. It just means that their resource
spending is going to be mostly targeted at the biggest customers. It is
not good news for small/mid size customers but it is not necessarily
terrible. Also, this kind of strategies change all the time.

I would not say/mention:
- KVM
- assumption/guesses about what Broadcom is going to do, especially in
  regard to leaving customers behind

I would limit myself to the following points:
- Xen Project has not plans to engage with the FTC
- Xen Project is a very solid alternative to VMWare
- If I were a VMWare customer today I would find comfort in knowing
  that whatever happens to VMWare, the Xen Community has my back
- Xen Project is an Open Source project and industry consortium with
  multiple companies behind it, as such it is less susceptible to market
  volatility
--8323329-1263541712-1660941747=:3790--


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From: George Dunlap <George.Dunlap@citrix.com>
To: Stefano Stabellini <sstabellini@kernel.org>
CC: "publicity@lists.xenproject.org" <publicity@lists.xenproject.org>, Alex
 Agizim <alex_agizim@epam.com>, Andrew Wafaa <andrew.wafaa@arm.com>
Subject: Re: Interview prep: Sanya Rao
Thread-Topic: Interview prep: Sanya Rao
Thread-Index: AQHYtAV3f0M1fc/yNEKA1Tn+9h0wCK22sFWAgAPkfYA=
Date: Mon, 22 Aug 2022 08:09:16 +0000
Message-ID: <5193A7C5-A38F-416D-8D6D-E2C8897C80A7@citrix.com>
References: <42DDAC29-8D9A-4AC2-A164-904E0F500174@citrix.com>
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> On 19 Aug 2022, at 21:42, Stefano Stabellini <sstabellini@kernel.org> =
wrote:
>=20
> On Fri, 19 Aug 2022, George Dunlap wrote:
>> Hey all,
>>=20
>> I received a request for an interview regarding Xen=E2=80=99s take on =
the Broadcom VMWare acquisition. I=E2=80=99ve done some =E2=80=9Cprep =
work=E2=80=9D, saying what my *real* opinions are, and then what I might =
want to say to her in the interview; you can find her initial query and =
my thoughts here:
>>=20
>> =
https://cryptpad.fr/pad/#/2/pad/view/4MZyoCT8s--az3Koo5QBPCOI3QHAGIKEceXQo=
sly43I/
>>=20
>> I accepted the interview in particular in the hopes that I could put =
that sound byte in there about open source meaning that if one company =
abandons a large tranche of customers, another company can sweep in and =
cover them.
>>=20
>> The interview is Monday evening, 9pm BST. I=E2=80=99d appreciate any =
feedback =E2=80=94 particularly anything you think I shouldn=E2=80=99t =
say; but anything you think I should add as well.
>=20
> I would not say "they're purposely stepping back from the vast =
majority
> of the market". The quote claims that VMWare will "focus on the 600
> largest software customers". It is not the same thing.

Hey Stefano,

Thanks for the feedback.  I was trying to make that distinction, but =
apparently I didn=E2=80=99t do very well. :-) When I said =E2=80=9Csteppin=
g back from the vast majority of the market=E2=80=9D, I meant that they =
were going to stop trying to *acquire* customers in those market =
segments, reducing the competition for other companies to acquire those =
customers.  When speaking of existing customers, I did say =E2=80=9Ca =
company that is no longer prioritizing them=E2=80=9D.

The main reason I took the interview was to emphasize the fact that in =
open-source, customers are in a much better position: if there=E2=80=99s =
a market, *some* company will come and fill it; and in any case =
companies themselves can take the software and maintain or improve it.

The point about Xen Project being a consortium is also good; that=E2=80=99=
s an even better situation than being a customer of an open-source =
project with only a single contributor, because there are already =
companies with expertise in the area.

Let me try to reword it so that it=E2=80=99s speaking in generalities, =
without making any predictions about what Broadcom will do.

Peace,
 -George


--Apple-Mail=_7BF8F17E-F06C-40D1-A506-33CAB6A893D1
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<html><head><meta http-equiv=3D"Content-Type" content=3D"text/html; =
charset=3Dutf-8"></head><body style=3D"word-wrap: break-word; =
-webkit-nbsp-mode: space; line-break: after-white-space;" class=3D""><br =
class=3D""><div><br class=3D""><blockquote type=3D"cite" class=3D""><div =
class=3D"">On 19 Aug 2022, at 21:42, Stefano Stabellini &lt;<a =
href=3D"mailto:sstabellini@kernel.org" =
class=3D"">sstabellini@kernel.org</a>&gt; wrote:</div><br =
class=3D"Apple-interchange-newline"><div class=3D""><meta =
charset=3D"UTF-8" class=3D""><span style=3D"caret-color: rgb(0, 0, 0); =
font-family: JetBrainsMonoRoman-Thin; font-size: 14px; font-style: =
normal; font-variant-caps: normal; font-weight: 400; letter-spacing: =
normal; text-align: start; text-indent: 0px; text-transform: none; =
white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; =
text-decoration: none; float: none; display: inline !important;" =
class=3D"">On Fri, 19 Aug 2022, George Dunlap wrote:</span><br =
style=3D"caret-color: rgb(0, 0, 0); font-family: =
JetBrainsMonoRoman-Thin; font-size: 14px; font-style: normal; =
font-variant-caps: normal; font-weight: 400; letter-spacing: normal; =
text-align: start; text-indent: 0px; text-transform: none; white-space: =
normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; =
text-decoration: none;" class=3D""><blockquote type=3D"cite" =
style=3D"font-family: JetBrainsMonoRoman-Thin; font-size: 14px; =
font-style: normal; font-variant-caps: normal; font-weight: 400; =
letter-spacing: normal; orphans: auto; text-align: start; text-indent: =
0px; text-transform: none; white-space: normal; widows: auto; =
word-spacing: 0px; -webkit-text-size-adjust: auto; =
-webkit-text-stroke-width: 0px; text-decoration: none;" class=3D"">Hey =
all,<br class=3D""><br class=3D"">I received a request for an interview =
regarding Xen=E2=80=99s take on the Broadcom VMWare acquisition. I=E2=80=99=
ve done some =E2=80=9Cprep work=E2=80=9D, saying what my *real* opinions =
are, and then what I might want to say to her in the interview; you can =
find her initial query and my thoughts here:<br class=3D""><br =
class=3D""><a =
href=3D"https://cryptpad.fr/pad/#/2/pad/view/4MZyoCT8s--az3Koo5QBPCOI3QHAG=
IKEceXQosly43I/" =
class=3D"">https://cryptpad.fr/pad/#/2/pad/view/4MZyoCT8s--az3Koo5QBPCOI3Q=
HAGIKEceXQosly43I/</a><br class=3D""><br class=3D"">I accepted the =
interview in particular in the hopes that I could put that sound byte in =
there about open source meaning that if one company abandons a large =
tranche of customers, another company can sweep in and cover them.<br =
class=3D""><br class=3D"">The interview is Monday evening, 9pm BST. =
I=E2=80=99d appreciate any feedback =E2=80=94 particularly anything you =
think I shouldn=E2=80=99t say; but anything you think I should add as =
well.<br class=3D""></blockquote><br style=3D"caret-color: rgb(0, 0, 0); =
font-family: JetBrainsMonoRoman-Thin; font-size: 14px; font-style: =
normal; font-variant-caps: normal; font-weight: 400; letter-spacing: =
normal; text-align: start; text-indent: 0px; text-transform: none; =
white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; =
text-decoration: none;" class=3D""><span style=3D"caret-color: rgb(0, 0, =
0); font-family: JetBrainsMonoRoman-Thin; font-size: 14px; font-style: =
normal; font-variant-caps: normal; font-weight: 400; letter-spacing: =
normal; text-align: start; text-indent: 0px; text-transform: none; =
white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; =
text-decoration: none; float: none; display: inline !important;" =
class=3D"">I would not say "they're purposely stepping back from the =
vast majority</span><br style=3D"caret-color: rgb(0, 0, 0); font-family: =
JetBrainsMonoRoman-Thin; font-size: 14px; font-style: normal; =
font-variant-caps: normal; font-weight: 400; letter-spacing: normal; =
text-align: start; text-indent: 0px; text-transform: none; white-space: =
normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; =
text-decoration: none;" class=3D""><span style=3D"caret-color: rgb(0, 0, =
0); font-family: JetBrainsMonoRoman-Thin; font-size: 14px; font-style: =
normal; font-variant-caps: normal; font-weight: 400; letter-spacing: =
normal; text-align: start; text-indent: 0px; text-transform: none; =
white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; =
text-decoration: none; float: none; display: inline !important;" =
class=3D"">of the market". The quote claims that VMWare will "focus on =
the 600</span><br style=3D"caret-color: rgb(0, 0, 0); font-family: =
JetBrainsMonoRoman-Thin; font-size: 14px; font-style: normal; =
font-variant-caps: normal; font-weight: 400; letter-spacing: normal; =
text-align: start; text-indent: 0px; text-transform: none; white-space: =
normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; =
text-decoration: none;" class=3D""><span style=3D"caret-color: rgb(0, 0, =
0); font-family: JetBrainsMonoRoman-Thin; font-size: 14px; font-style: =
normal; font-variant-caps: normal; font-weight: 400; letter-spacing: =
normal; text-align: start; text-indent: 0px; text-transform: none; =
white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; =
text-decoration: none; float: none; display: inline !important;" =
class=3D"">largest software customers". It is not the same =
thing.</span></div></blockquote><div><br class=3D""></div><div>Hey =
Stefano,</div><div><br class=3D""></div><div>Thanks for the feedback. =
&nbsp;I was trying to make that distinction, but apparently I didn=E2=80=99=
t do very well. :-) When I said =E2=80=9Cstepping back from the vast =
majority of the market=E2=80=9D, I meant that they were going to stop =
trying to *acquire* customers in those market segments, reducing the =
competition for other companies to acquire those customers. &nbsp;When =
speaking of existing customers, I did say =E2=80=9Ca company that is no =
longer prioritizing them=E2=80=9D.</div><div><br class=3D""></div><div>The=
 main reason I took the interview was to emphasize the fact that in =
open-source, customers are in a much better position: if there=E2=80=99s =
a market, *some* company will come and fill it; and in any case =
companies themselves can take the software and maintain or improve =
it.</div><div><br class=3D""></div><div>The point about Xen Project =
being a consortium is also good; that=E2=80=99s an even better situation =
than being a customer of an open-source project with only a single =
contributor, because there are already companies with expertise in the =
area.</div><div><br class=3D""></div><div>Let me try to reword it so =
that it=E2=80=99s speaking in generalities, without making any =
predictions about what Broadcom will do.</div><br =
class=3D""></div><div>Peace,</div><div>&nbsp;-George</div><br =
class=3D""></body></html>=

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