Publications

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March 2019 (Revised May 2019)
Case

Growth Investing at Totem Point

By: Suraj Srinivasan, Charles C.Y. Wang and Jonah Goldberg

The case describes the investment of hedge fund, Totem Point Management in Analog Semiconductors (ADI) as a way to discuss forecasting and valuation in growth companies. In June 2016, hedge fund Totem Point invested in ADI at around $55 a share. In general, Totem Point... View Details

Keywords: Growth Investing; Investment; Strategy; Forecasting and Prediction; Valuation

Research Summary

Energy, IT, real estate, and sustainability

By: Rebecca M. Henderson

Professor Henderson’s current research focuses on the energy, information technology, and real estate sectors and the challenges firms encounter as they attempt to act in more sustainable ways. This work is an outgrowth of her decade-long examination of the... View Details

20 Dec 2013
Working Paper Summaries

Zooming In: A Practical Manual for Identifying Geographic Clusters

Keywords: by Juan Alcácer & Minyuan Zhao

12 Dec 2023
Research & Ideas

COVID Tested Global Supply Chains. Here’s How They’ve Adapted

addition, there has also been some very preliminary evidence of reshoring amid plans to boost semiconductor manufacturing in the US, says Alfaro, whose research shows that worker headcounts in that space rose by 1.9 percent in the US... View Details

Keywords: by Scott Van Voorhis

11 Apr 2024
In Practice

Why Progress on Immigration Might Soften Labor Pains

high-skilled immigration. The first scenario will harm US firms by reducing the supply of workers in a tight market. The impact will be worse in sectors that are growing faster and where immigrants’ skills are more important, such as the View Details

Keywords: by Rachel Layne

2006
Other Unpublished Work

Does Competition Increase Patent Litigation? Empirical Evidence of Strategic Patenting in the Telecom Equipment Industry

By: Juan Alcacer and Rachelle C. Sampson

Anecdotal evidence suggests that patent litigation has increased in the last 20 years as firms in knowledge intensive industries use patents more frequently to protect their knowledge stocks and managers focus on extracting new revenue streams from existing patent... View Details

Keywords: Patents; Competition; Lawsuits and Litigation

June 2017 (Revised May 2019)
Supplement

Kjell and Company: Motivating Salespeople with Incentive Compensation (B)

By: Doug J. Chung

Kjell & Company was a Swedish retail electronics chain founded in 1988 by brothers Marcus, Mikael and Fredrik Dahnelius. The company operated 84 stores, all company-owned, located mainly in the metropolitan areas of Sweden’s most popular cities: Stockholm, Gothemburg... View Details

Keywords: Salesforce Management; Compensation and Benefits; Motivation and Incentives; Change Management; Behavior; Electronics Industry; Sweden

08 Mar 2004
Research & Ideas

Creating Value in Your Business Ecosystem

technologies that offers solutions to others in the ecosystem. The platform can be a physical asset, like the efficient manufacturing capabilities that Taiwan Semiconductor Manufacturing offers to those computer-chip design companies that... View Details

Keywords: by Marco Iansiti & Roy Levien

25 Mar 2019
Research & Ideas

The Secret Life of Supply Chains

attributes that make it a source of innovation: The creation of specialized inputs can produce value in a wide variety of different contexts. That’s true whether we’re talking about a new semiconductor tailored to the computer industry,... View Details

Keywords: by Michael Blanding; Manufacturing; Service

October 2003 (Revised February 2004)
Case

Dividend Policy at Linear Technology

By: Malcolm P. Baker and Alison Berkley Wagonfeld

In 1992, Linear Technology, a designer and manufacturer of analog semiconductors, initiated a dividend. The firm increased its dividend by approximately $0.01 per share each year thereafter. In fiscal year 2002, Linear experienced its first significant drop in sales... View Details

Keywords: Financial Strategy; Investment Return; Financial Condition; Taxation; Initial Public Offering; Financial Management; Semiconductor Industry

20 Apr 2015
Research & Ideas

The 5 Strategy Rules of Bill Gates, Andy Grove, and Steve Jobs

that no one understood what it did was brilliant," says Yoffie. "That changed the entire structure of the semiconductor industry forever." “They were all in many ways highly imperfect leaders. We didn't want to idealize... View Details

Keywords: by Michael Blanding; Computer

01 Feb 2022
Book

Innovation Isn’t Just for Startups: How Big Companies Can Succeed

Meanwhile, starting in 2013, Analog Devices CEO Vince Roche encouraged innovators from the top down and transformed the semiconductor giant into a designer of integrated, strategic systems—including a platform that accelerated the global... View Details

Keywords: by Lane Lambert

October 2014 (Revised October 2015)
Case

Mobileye: The Future of Driverless Cars

By: David B. Yoffie

Mobileye was an Israeli company, officially headquartered in The Netherlands, which was a Tier 2 supplier to the global automobile industry. After 15 years of building a leading technology for autonomous driving systems, Mobileye emerged in 2014 as one of the most... View Details

Keywords: Driverless Car; Competitive Advantage; Strategy; Market Entry and Exit; Technology; Semiconductor Industry; Semiconductor Industry; Semiconductor Industry; Israel

20 Sep 2019
Research & Ideas

Solving the Riddle of How Companies Grow Over Time

down deeper into the data, the researchers also found big variations in growth among different industries. Industries in which there is a lot of innovation, such as semiconductors or pharmaceuticals, saw fast growth overall. However, much... View Details

Keywords: by Michael Blanding; Manufacturing

June 2002 (Revised October 2005)
Case

Inside Intel Inside

By: Youngme E. Moon and Christina L. Darwall

In early 2002, Pamela Pollace, vice president and director of Intel's worldwide marketing operations, is debating whether the company should extend its "Intel Inside" branding campaign to non-PC product categories, such as cell phones and PDAs. The "Intel Inside"... View Details

Keywords: Advertising Campaigns; Growth and Development; Brands and Branding; Marketing Strategy; Product Positioning; Sales; Expansion; Competitive Advantage; Semiconductor Industry; Semiconductor Industry; California

02 Dec 2002
Research & Ideas

The Secret of How Microsoft Stays on Top

amounts of change around the time of major technological change, such as the rise of the Internet. The second stream of research seeks to extend our work into non-software industries, to understand how the dynamics might differ. For example, how would Microsoft's... View Details

Keywords: by Sean Silverthorne

September 2013 (Revised August 2015)
Background Note

Leadership and Teaming

By: Ethan Bernstein

Small differences in the leadership of teams can have large consequences for the success of their efforts. Many initiatives fail not because of a fatal error in judgment or insufficient ideas, knowledge, motivation, or capabilities to deliver a solution. They fail... View Details

September 1988 (Revised December 1998)
Case

Donner Co.

By: Roy D. Shapiro

The management of a small manufacturer of circuit boards faces a number of production and operations management problems. The first day on this case is used to analyze the production capacity of various stages in the process and to examine bottlenecks and key... View Details

Keywords: Information Management; Management; Management Practices and Processes; Production; Performance Capacity; Problems and Challenges; Semiconductor Industry