I think the reasoning is that the shrinking analog market has more players than it can keep afloat and it'd be better to have, say, two doing well than several struggling. But maybe you're right and it's best to let the market sort out the survivors and hope they aren't too bruised and bloodied by then to continue in business. But I admit I don't much trust "the market" - it's ruthlessly efficient but, like fire, is a capricious servant and a cruel master.