Re: But it's a winning strategy.
> If their top customers are staying with them, those who generate most revenue, it won't matter.
In the short term. As others have said, those big customers came from small ones who gave VMware its original reputation. Kill that foundation layer off, and there's nothing left to grow on. You can only skim the cream for so long. That large base of small customers will migrate and there will be a huge pool of talent out there that no longer has VMware skills or experience. VMware will become that legacy dinosaur product that even the big customers will be trying to migrate off, leaving little left.
And what alternatives are there for those who don't want to host in public cloud? Hyper-V and VMM is awful and labour-intensive by comparison, Proxmox is still a bit of a newcomer and doesn't do all the fancy VDI stuff, OpenStack requires a some serious talent to set up and maintain.