Great points... but what if consumers like it? Yes, 2010 supplies are low, and the 2 companies probably had to pay a lot for it. They're surely getting things in gear to ensure the supplies for next year are plentiful and cheaper. Does that mean supp companies will see great, great prices in 2011?
Another way this might be a good thing...
What if we were dependent upon the a dozen very small companies for all our soda needs? What if you had to mail order your Diet Dr papper? What if 60 cans of soda actually cost you $60, plus shipping?
Consider the possibility of getting whey in more flavors, cheaper, at any grocery store? Consider the use of whey in food - delicious protein pancakes at McD, or soemthing like that?
Consider the advantages in both economies of scale, convenience, and mental power now going into this - every geek in the world will now be saying "What is a better protein delivery system?" and eventually, somebody will find it. The current practice of chewing up a stiff bar that'll tear up your stomach, or using a shaker cup and drinking 2 cups of water with a chalky powder - that's the best we can come up with, in 50 years of supplementing? You put millions of $ in the pot with the top drink and marketing minds in the world - they may build a better wheel that we'll all enjoy.
This will absolutely suck for people in the supplement industry, no doubt about it. But for consumers, after this 1st year of short supply, it might be a good thing. more people will learn to like whey - and if Gatorade stops delivering it, you'll have a million new people googling where they can find it. And if it lasts, it won't be long under some new delivery system that tastes better, sits in teh belly better, and has a more complete profile will be finding its way to the public.
It's change... who knows what it will bring. As people who enjoy the powder, I think this will be a good thing. For supplement companies, it might be good and it might be bad. pepsi and coke surely killed the independent soda pop industry - but it opened up doors for people like 50 cent to make a fortune off something as simple as "Vitamin Water"...