AMZN sells its DVD rental businesses (UK and Germany), invest in the buyer and will promote the service. Smart move. AMZN simultaneously:
- unbundles a very specific business line it couldn’t manage optimally
- become the main shareholder in the market leader
- and position itself as the main (due to its investment) orchestrator in a —admittedly very limited— process network
Expect more of these unbundling / re-bundling moves as AMZN continues to innovate in new markets and optimize in its existing ones.
Source: Techcrunch – February 4th 2008
by Julien Le Nestour