Yeah the consolidation vs de-consolidation a.k.a. bundling vs unbundling pendulum appears to be a cycle in the economy. At the height of each cycle there's a se

Yeah the consolidation vs de-consolidation a.k.a. bundling vs unbundling pendulum appears to be a cycle in the economy. At the height of each cycle there's a sense that it's permanent. I remember in the late 1990s to early 2000s everyone was saying large conglomerates were dead.