I Still disagree. Theoretically you should be right, but try telling a huge bureaucracy they need to lay off half their employees, managers, account execs, etc.

I Still disagree. Theoretically you should be right, but try telling a huge bureaucracy they need to lay off half their employees, managers, account execs, etc. because the whole supply chain is shifting. Things are not as rational as many think. Huge bureaucracies fight for stasis, as if governed by inertia. It's true even if they are dying. Look at Kodak, Commodore Computer, Radio Shack, etc.