The problem is that a Ferrari is a hand-crafted piece of art, build by passionate professionals. VMware, as Hock imagines it, is a legacy product build mostly by a small group of replaceable uninvested workers who are only there for the RSUs.
Ferrari is technologically innovative. Their high levels of employee satisfaction translate into high productivity, and high return on employee labor. Many employees love their job so much they say they would work there for free.
Can you imagine the same for Broadcom? Working there for free? Working there for the money is about the only thing left for us. Innovation? Just look at how innovation stopped at Symantec, CA, etc. Employee satisfaction? Pffft. That's not why Broadcom is in business.
Ferrari is niche product, well loved. Broadcom will focus on their top 2000 customers, thus becoming a niche product, but it certainly won't be well loved. VMware software will be run in the customer's environment for one reason: Because it will take years to move to something else.
But vendor lock-in is a long way from the Ferrari experience. People daydream during boring meetings about owning a Ferrari. The boring meeting they're attending? It's about vendor lock in.