p40_42_strategy.pdf

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THE FALLACY OF INDUSTRY BOUNDARIES As industry boundaries crumble, companies must trans- form the way they think about competition. I ndustry boundaries are gradually blurring ness should we be in?” with his two seminal as different industries converge, and this books, Competitive Strategy: Techniques for profound shift calls into question the very Analyzing Industries and Competitors and validity of traditional industry analysis. Consid- Competitive Advantage: Creating and Sus- er the telecommunications industry, which has taining Superior…

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