I was an infrastructure architect at a F50, and I'm sure they'd have been quite sensitive to the changes. Like, once we got a confirmation of new pricing, the day after we're kicking off a Discovery process to find and cost out some alternatives.
They were, and I'm guessing still are, also very resistant to SaaS / IaaS plays, for a lot of (arguably) good reasons, and I'm not sure what they'd go with as an alternative. OpenShift? Raw dog some DIY docker clusters?
Probably various integrators? Oxide misses some critical features in networking right now but I suspect it would a very tempting option for many once they added support for the typical unholy mess that are vlans connected to vmware networks.
I don't know where exactly in spending bracket my current $DAYJOB fits, but I did hear both about negotiating prices with Broadcom and grumbles of looking for replacement including accelerating movement to AWS where possible.
They were, and I'm guessing still are, also very resistant to SaaS / IaaS plays, for a lot of (arguably) good reasons, and I'm not sure what they'd go with as an alternative. OpenShift? Raw dog some DIY docker clusters?