But some of the enterprise solutions in Symantec's portfolio are facing stiff vendor competition. Purchasing CA was a smart move for Broadcom because of its specialization in automation software, which is a huge market right now, according to Gardner. Symantec brings a diverse product portfolio, but Broadcom will have to hasten product rationalization. Broadcom can use CA's portfolio to grow Symantec's customer base, according to Parkinson, making it cheaper to buy software services altogether. Gartner, in turn, is "not negative on the acquisition," Lawrence Pingree, VP analyst at Gartner, told CIO Dive. Symantec has a gigantic "black book" of enterprise clients and strong branding, which Broadcom can leverage. Is purchasing Symantec a strong addition to Broadcom's portfolio? Depends on who you ask. Besides, software margins are better than hardware margins. It doesn't only want to be a hardware company, he said. It can, however, construct its own, piecing together and integrating diverse software portfolios.īroadcom is purchasing companies with rich, deep histories in writing enterprise-class software, said Chris Gardner, principal analyst, infrastructure and operations at Forrester. When looking at the market, Broadcom can't afford to purchase companies like IBM or Microsoft with broad portfolios.
Businesses are spending IT dollars on software and services, said John Parkinson, partner and managing director of Parkwood Advisors, in an interview with CIO Dive. Enterprise spend is no longer going toward hardware, save for companies operating data centers.
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