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Kevin presents the case question, but also eliminates many potential areas of analyses. This makes the case tougher, since Alice must identify the main hypotheses early.
Although Alice’s hypotheses are premature, she does very well to not become swamped with all the case facts. This is a major reason why the case progresses.
Kevin is very consistent at ensuring the candidates understand the rationale for their answers. He does the same with Alice by examining why her option could work.
Kevin is strongly hinting that this case is about understanding, building and maintaining barriers to entry as the economics of the sector changes. Can Alice take the hint?