[belorn]

Out of curiosity, what kind of markets are those two companies in and how much competition exist.

Using open source libraries is, among other things, a cost saving measure. It allows a company to focus their expertise on what they are good at, without having to spend time and resources on reinventing wheels. Banning tools that enable a company to produce products faster, cheaper and (sometimes) more stable and secure can have a major impact when the competition does not limit themselves in the same way. However if the market is dominated by a monopoly or is very slow, then increased costs and delays might not have much of an impact.

As an example of such company, Google's revenue would not be impacted by a single percent if they suddenly needed to hire 200 more programmers for android. Delay next version with 2 months and the impact for android market share would unlikely be statistically verifiable.