We'll see . . .
As a long-time VMware customer, I'm now looking for ways to reduce my VMware licensing commitment and migrate to a vendor who has not actively tried to fuck me with an abusive new licensing scheme. I suspect a lot of other companies are taking a similar look at their options. Maybe if a goodly chunk of those billions of dollars start swinging towards Microsoft, Citrix, and Red Hat, VMware, will realize that pissing off your customer base is not the path to maintaining profitability.
Of course, it's also possible that most of the vSphere client base are a bunch of mindless sheep who will just pay up regardless of cost, but I'm going to hope that's not the case.