Focus and unbundling do not equal shrinking or fragmentation. At least two of the three business types outlined above – infrastructure management businesses and customer relationship businesses – are driven by powerful economies of scale and scope. These economics will lead to increasing concentration and consolidation on a global scale. As an example, look at the process of consolidation that has been playing out for years in the global contract manufacturing industry or global logistics markets.
In fact, unbundling will increasingly become a pre-requisite for creating scalable growth platforms. Focused growth will be much more profitable and sustainable. This is the paradox: companies may need to shed in order to grow more rapidly and more robustly.
John Hagel über Bundles, Unbundling, Dell und die Frage: was macht man eigentlich?