As I said, I think the focus for the points of this discussion is the effect. No doubt everybody acts logically, I didn't suggest that everybody in those companies just lost their mind. This goes long the same lines as "For evil to triumph, all that is required is for good men to respond rationally to incentives." (so here it is the loss of ever more "market" in the "market economy" that we get as an effect, and it's questionable we get it back in economies of scale, judging by the popularity of Dilbert cartoons).