Daniel Newman, Futurum Group’s Principal Analyst and CEO, joins Keith Townsend on this week’s podcast. Both analysts attended VMware’s annual conference, VMware Explore. Newman’s primary focus is on enterprise IT companies’ financial and market health and, thus, their ability to deliver on promises to customers and shareholders. Townsend focuses on the viability of a company’s technical capabilities to deliver on product promises. The lenses offer two very different takes on the Broadcom purchase of VMware. The two analysts reconcile their views on this industry-shaping transaction with the close seemingly imminent.