most to changes in shareholder value (although the absolute impact on
shareholder value may be small).
When expectations change, the expectations infrastructure helps
you identify the potential sources of shareholder value added. The value
triggers linked to the six value factors and the resulting operating value
drivers are the analytical foundation for expectations investing analysis
(see chapters 5 through 7).
In the next chapter, the final chapter of part I, we address the larger
competitive issues that affect the fundamental value triggers. With the
last piece in place, you will have all the strategic and financial tools you
need to implement expectations ...