內容:
l Mobile business characteristics
l Business models
l Shifts in value - and hence profit - between tiers or players in a industry stack
l New market opportunities from arbitraging between two industries or chains
l Impact of saturation of suppliers in a growth market
l Implications of unpredicted business success or failure elsewhere in the chain
l Variations in demand, procurement and routes to market between customer types
l Implications of cross-subsidies between value chain layers