If you're going to ask companies to abandon their competitive advantages in exchange for cash, you better have a ton of it. And you best be able to tell which o

If you're going to ask companies to abandon their competitive advantages in exchange for cash, you better have a ton of it. And you best be able to tell which ones are really advantages, or you'll wind up losing a ton of it without meaningful impact. I can see the ibankers frothing at the thought of it all.