That's making the wrong assumption that those 25% of customers will just sit idly by. Their migration away won't be easy, but you can bet that all of them have

That's making the wrong assumption that those 25% of customers will just sit idly by. Their migration away won't be easy, but you can bet that all of them have been at least thinking if not acting on contingencies since the acquisition was first announced. They might do the initial renewals, but within a year or two most of them will start moving away and making their VMware estates smaller, for reduced costs and also vastly improved quality for everyone involved. Once the cat is out of the bag (Broadcom forcing them to rethink their strategy), very few will remain - there are so many better options than VMware out there.