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Marvell 塌方、英伟达蛰伏?博通来当定海神针了
对于上季度 VMware 的环比回落,主要是公司将一部分收入推迟至本季度。公司正从主要基于永久许可证的模式,全面转向订阅模式。收费模式的转变,实际上是一种 “涨价” 策略。当前对存量许可证客户转成订阅 SaaS 的比例,已经超过了 ...
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