Broadcom executives surely saw the negative pushback immediately after they started their rug-pulling licensing effort. If they intended to keep this market and their position in it, they would have adjusted their behavior immediately. Instead they're going to rake everyone as they walk out the door. And until they can walk out the door. They knew that they would lose all of these customers in the medium term, but my guess is they figure that the industry is shifting away from paying so much for VMs so they will squeeze the last bit they can out of this dying market. I think they are fully prepared to spin this off if it decides to be a drain on their balance sheet. So far, there's just a lot of angry, paying, enterprise customers giving them free money for something they didn't even have to build. It's a gravy train, quite literally.