Amazon unbundles DVD rentals
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 …
Ryanair/Easyjet: bad DNA/good DNA
From the FT today: Ryanair profit warning sends shares tumbling Ryanair, the leading European low cost airline, warned on Monday there was a “significant chance†its profits would decline next year and could fall by as much as 50 per cent under the impact of rising oil prices and falling fare levels. The Ryanair share price fell by 12 per cent …
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by Julien Le Nestour
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