Since we're confessing... I now own all three, have read most of GM, read quite a bit of the Rants and Screeds as they appeared but not in the bound version, and haven't chewed into CM yet but have followed the whole reformation thing since soon after the theses were nailed to the virtual cathedral of commerce's door.
I don't think there is a roadmap here nor is one needed. Nor do I believe that there is anything to teach the b-school buffoons or the global corporate carrot-ocracy. Those who can feel the water rising will learn to swim. Those who can see the icebergs ahead may correct their courses.
What seems important to me is the improved access to information and the reduced transaction costs associated with web. This seems trivial as I write it, but the micro-market model posited in GM is probably no more important than the macro-information exchange possibilities. The markets-as-conversations model is important, yet the content of the conversation, the truth of the information exchanged is what dominates. There has been an important discussion on the cluetrain mail list about voice. As important, and not discussed recently, is the leveling capacity of the web as far as content is concerned. The truth is out there in a thousand voices. I'm convinced that that this tool, the net, can provide me the info I need to identify the best muzzle for Fang and the best price for the muzzle. What more do we need. (Fang of course is pissed since why would I muzzle a talking dog anyway?)
Anyway, "hyperlinks subvert hierarchy" and "smart markets will find suppliers who speak their own language." That's a lot of what it's about.