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It appears to be not so much a matter of the gunmakers refusing to do business in CA as much as it is CA refusing the gunmakers business unless they microstamp. And the gunmakers are saying "we are not going to do this just to make you happy".
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I think I understand what you are saying, but I don't see how that is really any different than what I said. I think that perhaps you are looking at this with a wider view than I am. On a national level, I totally agree with you that gunmakers would conform to new laws pertaining to their products, but on a smaller scale, like with this law or CA microstamping law, I don't think many gun makers will conform. If anything, I see there being quite a bit of backlash from them, likely in the form of funding organizations like the NRA, if this law does go anywhere (I don't think it will.)