Re: Joke's on them
There is also the Non-Broadcom side of the value as well.
Where is that pool of VMWare experienced administrators? They can make it and break it in their sleep. Right now it exists. In 2 to 3 years time? Well, they are no longer up to date on latest developments. Where is the pool of easily Google-able articles for problems and procedures, for a quick and easy fix? Behind a paywall.
Then actually running VMWare becomes like running a mainframe with lots of legacy Cobol - you're at the mercy of the of the greybeard "Elders of the Internet". Have you tried getting support from Oracle without a support login? Our org is supported but it then becomes a cabal of guarded knowledge with few having the login, which only hurts IT and in the longer term, the business. That's what it will be like.
Lessons from the past:
Windows became very well known because it came with every bit of tin and some spinning rust (Legal or illegal tactic, your call, just stating a fact)
Linux became popular because it is free and just happened to be there at the time the Internet took off.
OS/2, not so much - no ecosystem. AS/400 or high end stuff from IBM - niche, expensive knowledge. Apple - aspirational, but still niche - the riff-raff kept out by the price.
Broadcom: Your product is a dead duck in two, three years max.