Wayne, if you read Wouters post and calcs its pretty easy to see that any carbon mast is a lot more expensive than any alloy mast.
The rest of the issues are all related to the retailing of each mast and have nothing to do with the production costs.
How would you end up with only one alloy mast supplier?? it's cheaper to tool up for a run of 40 alloy masts then it is to tool and produce one carbon mast! So the cost to entry into alloy mast production is so low that it ensures competitive pricing...