If the companies in question remain intact until 2020 (which seems certain) then she could still campaign on the premise of "Trump's administration has failed t

If the companies in question remain intact until 2020 (which seems certain) then she could still campaign on the premise of "Trump's administration has failed to go after these companies hard enough." So I don't agree that it defuses her presidential appeal. However you still may be right that it will dilute her campaign.