I would argue that competition is now a liability to the consumer if the survival of mass manufactured film is at stake.
Originally Posted by Ian Grant
I just confronted this problem in a report I reviewed for paper production (pulp). Over-capacity due to competition has led to both suppliers being so revenue poor that both are closing where one could conceivably operate for quite a while longer, albeit at reduced volumes. Customers left with uncertain supply abandon paper use, opting for other methods of packaging, advertising, etc.
What's happening with Kodak is similar in that no one is re-capitalizing through consolidation.