December 19, 2005

Ben Hyde on "All"


The three players all benefit when the transaction happens. Some money to the channel, some to the maker, some “consumer surplus” left for the buyer. Pretty much, only one of these three has pricing power.

The emerging hubs; they are the new Telecom, Media, and Platform companies. In the long run it, certainly looks to me like, they will be bigger and fewer.


Ben Hyde
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