[p_l]

> If a runtime security contract can land for that alone, including comprehensive Linux distro support will break 7 figures (at least based on the RHEL quote the customer has)

The world does not end at US borders. Not everyone can exploit that, but it does not mean there's no market to be exploited.

> There's a reason why every vendor is moving to a SaaS and metric driven workflow. We can attribute which customers are break their contracts and gladly extracting a pound of their flesh for breaking the contract (as they would with us)

Microsoft might not have had the metrics originally, but to this day they play the game of getting people hooked on using their products licensed or not, and for all I heard or experienced they never went for inane extraction of pounds of flesh like Oracle does - which I suspect is because someone there might understand how it results in priority 1 becoming "how do we get rid of Oracle products", especially if the lock-in isn't too deep.

> Even MSPs are consolidating, and there's a reason vendors like working with a Presidio type firm.

A big issue with Broadcom strategy is that they are cutting off significant chunk of MSPs as well and preventing a healthy ecosystem of those with how they are changing licensing.