Why would they think that after that disaster said customers will still be with them? I no longer have the displeasure of being a VMware customer, but if I saw what they're currently doing while jacking up prices and trimming support, what possible reason would there be to remain as a customer? Inertia? At some point you know the bill will be too high, so might as well move before it gets too bad.

VMware will end up like Symantec or similar, a shell of a company that people know of, but nobody actually uses on purpose.