That's not what I said. Please read it again. I said that they need to have a hybrid model. Some B2P players and some subs. If people have to sub to do raids then you will still have a lot of subs. They might lose $150 million in subs but they will gain that and a lot more in sales and in store items. That $600 million includes items from the store. GW2, as an example, which has no subs and much less players does $25 million from in store items only. LOL makes something like $1 billion from micro transactions. Whales can make companies a boat load of money.
From a player point of view, think of the market for the raiders selling stuff on the AH and in game.