Umair Haque / Bubblegeneration
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Design principles for 21st century companies, markets, and economies. Foreword by Gary Hamel. Coming January 4th. Pre-order at Amazon.


 
Monday, February 14, 2005


Connectivity Wars

Om (I think) had a nice post up a few days back showing a hypothetical bill for triple-play digital media to the home, highlighting how potentially expensive it would be for consumers relative to current levels of consumption.

This simple analysis highlights a simple industry dynamic which is on the cards - the dominant strategy is first-to-scope, which will most likely be achieved by rapid consolidation among service providers. Purely scale-driven acquisitions will most likely crate little value.

-- umair // 11:43 AM // 0 comments


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