I wouldn't doubt google so much, I would have thought they would still use company name mentions in so way as they do with non clickable links - even if its more for local search, I would still think that google would give company mentions so sort of weight when mentioned in authoritative and relevant places.
Just a theory, but the reason behind my think this is because:
1. google already uses non clickable / non live links.
2. google have said before that having your address listed on sites such as local directories help with local seo, so why not a company name to?
Again, that's just my theory on the subject looking at it from the other side of the fence, so maybe some testing on this could be of value for us all?