I think if we fractionalize this market we'll all lose.
Perhaps. But that wasn't what I was talking about. I was, and still am asking how lower R&D budgets would make this problem worse.
I was replying to your statement - " Two fumbling companies will not produce the enormous R&D required to enable new technologies and standards that have kept this market in gear for ages. Without that you have two disparate architectures going in different directions. "