I suspect it is too little too late. Most small users of VMWare are likely in the final stages of rolling out the replacement. They have chosen the replacement, scoped out what needs to move and what needs to change in processes to move, and are in the final stages of testing before rolling things out. At this point stopping the rollout is even more risky - companies have already figured out they can’t trust Broadcomm and so they won’t go back even if they can measure VMWare as better, it isn’t enough better.