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      Competitive AnalysisRemove Competitive Analysis →

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      • October 2006 (Revised February 2010)
      • Case

      Linux vs. Windows

      By: Ramon Casadesus-Masanell and Jordan Mitchell
      As of 2006, Microsoft is finding that its dominant position in client and server operating systems is under attack from Linux. While Linux has only 3% of the worldwide installed base of PC operating systems, it had captured 20% of the server market by the end of 2005... View Details
      Keywords: Business Model; For-Profit Firms; Open Source Distribution; Competitive Strategy; Applications and Software; Value; Technology Industry
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      Casadesus-Masanell, Ramon, and Jordan Mitchell. "Linux vs. Windows." Harvard Business School Case 707-465, October 2006. (Revised February 2010.)
      • October 2006
      • Article

      Location Choices across the Value Chain: How Activity and Capability Influence Collocation

      By: Juan Alcacer
      There has been a recent revival of interest in the geographic component of firm strategy. Recent research suggests that two opposing forces—competition costs and agglomeration benefits—determine whether firms collocate in a given geographic market. Unexplored is (1)... View Details
      Keywords: Business Strategy; Competitive Strategy; Sales; Research and Development; Cost Accounting; Cost Management; Markets; Production; Organizational Change and Adaptation; Distribution; Cost vs Benefits; SWOT Analysis; Telecommunications Industry
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      Alcacer, Juan. "Location Choices across the Value Chain: How Activity and Capability Influence Collocation." Management Science 52, no. 10 (October 2006): 1457–1471.
      • July 2006
      • Article

      Dynamic Mixed Duopoly: A Model Motivated by Linux vs. Windows

      By: Ramon Casadesus-Masanell and Pankaj Ghemawat
      This paper analyzes a dynamic mixed duopoly in which a profit-maximizing competitor interacts with a competitor that prices at zero (or marginal cost), with the cumulation of output affecting their relative positions over time. The modeling effort is motivated by... View Details
      Keywords: Open Source Software; Demand-side Learning; Network Effects; Linux; Mixed Duopoly; Competitive Dynamics; Business Models; Duopoly and Oligopoly; Information Technology; Applications and Software; Business Model; Mathematical Methods; Digital Platforms; Profit; Balance and Stability; Management Analysis, Tools, and Techniques; SWOT Analysis; Competition; Price; Information Technology Industry
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      Casadesus-Masanell, Ramon, and Pankaj Ghemawat. "Dynamic Mixed Duopoly: A Model Motivated by Linux vs. Windows." Management Science 52, no. 7 (July 2006): 1072–1084.
      • Article

      The Information Technology Ecosystem: Structure, Health, and Performance

      By: Marco Iansiti and Gregory L. Richards

      A number of modern industries are organized as complex networks of firms whose integrated efforts are necessary to deliver value to end customers. The complexity of these networks, or business ecosystems, and the associated interdependencies among firms, make... View Details

      Keywords: Business Ventures; Networks; Value; Customers; Performance Productivity; Product; Applications and Software; Innovation and Invention; Competition; Business Model; Information Infrastructure; Information Technology Industry
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      Iansiti, Marco, and Gregory L. Richards. "The Information Technology Ecosystem: Structure, Health, and Performance." Antitrust Bulletin 51, no. 1 (Spring 2006).
      • 18 Nov 2003
      • Other Presentation

      The U.S. Homebuilding Industry and The Competitive Position of Large Builders

      By: Michael E. Porter
      Strategy presentation at the Centex Investor Conference, New York. Topics include: The structure of the homebuilding industry, the competitive advantages of large homebuilders, market assessment of homebuilding versus other industries and the role of investors in... View Details
      Keywords: Industry Analysis; Five Forces; Strategy; Five Forces Framework; United States
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      Porter, Michael E. "The U.S. Homebuilding Industry and The Competitive Position of Large Builders." Centex Investor Conference, New York, NY, November 18, 2003.
      • summer 2003
      • Article

      Patents, Invalidity, and the Strategic Transmission of Enabling Information

      By: James J. Anton and Dennis A. Yao
      The patent system encourages innovation and knowledge disclosure by providing exclusivity to inventors. Exclusivity is limited, however, because a substantial fraction of patents have some probability of being ruled invalid when challenged in court. The possibility of... View Details
      Keywords: System; Innovation and Invention; Knowledge Dissemination; Courts and Trials; Competition; Patents; Corporate Disclosure
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      Anton, James J., and Dennis A. Yao. "Patents, Invalidity, and the Strategic Transmission of Enabling Information." Journal of Economics & Management Strategy 12, no. 2 (summer 2003): 151–178. (Harvard users click here for full text.)
      • Other Article

      What Do We Know About Variance in Accounting Profitability?

      By: Anita M. McGahan and Michael E. Porter
      In this paper, we analyze the variance of accounting profitability among a broad cross-section of firms in the American economy from 1981 to 1994. The purpose of the analysis is to identify the importance of year, industry, corporate-parent, and business-specific... View Details
      Keywords: Strategy; United States
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      McGahan, Anita M., and Michael E. Porter. "What Do We Know About Variance in Accounting Profitability?" Management Science 48, no. 7 (July 2002): 834–851.
      • 2001
      • Other Unpublished Work

      Clusters of Innovation Initiative: Wichita

      By: Michael E. Porter
      This study contains a conceptual framework for assessing the competitiveness of regional economies, an analysis of the Wichita region overall, as well as detailed assessments of two representative clusters—aerospace vehicles and defense and plastics. The report... View Details
      Keywords: Clusters; Economics; Industry Clusters; Economy; Growth and Development; Industrial Products Industry; Aerospace Industry; Kansas
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      Porter, Michael E. "Clusters of Innovation Initiative: Wichita." Council on Competitiveness, Washington, DC, October 2001. (Report.)
      • 2001
      • Other Unpublished Work

      Clusters of Innovation Initiative: San Diego

      By: Michael E. Porter
      The study contains a conceptual framework for assessing the competitiveness of regional economies, an analysis of the San Diego region overall, as well as detailed assessments of two representative clusters—biotechnology/pharmaceuticals and communications. The report... View Details
      Keywords: Clusters; Economics; Industry Clusters; Economy; Growth and Development; Biotechnology Industry; Communications Industry; Pharmaceutical Industry; San Diego
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      Porter, Michael E. "Clusters of Innovation Initiative: San Diego." Council on Competitiveness, Washington, DC, May 2001. (Report.)
      • September 2000 (Revised November 2002)
      • Case

      Amazon.com: 1994-2000

      By: Lynda M. Applegate and Meredith Collura
      Enables a thorough analysis of Amazon.com and the company's value proposition, in terms of its business concept, digital business capabilities, and community and shareholder value. Examines the company's complex set of business models and web of business relationships,... View Details
      Keywords: Entrepreneurship; Asset Pricing; Capital; Financial Strategy; Technological Innovation; Business or Company Management; Growth and Development Strategy; Business Strategy; Competitive Strategy; Information Technology Industry; Web Services Industry
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      Applegate, Lynda M., and Meredith Collura. "Amazon.com: 1994-2000." Harvard Business School Case 801-194, September 2000. (Revised November 2002.)
      • June 2000 (Revised September 2000)
      • Case

      Amazon.com: Exploiting the Value of Digital Business Infrastructure

      By: Lynda M. Applegate and Meredith Collura
      Enables a thorough analysis of Amazon.com and the company's value proposition, in terms of its business concept, digital business capabilities, and community and shareholder value. Examines the company's complex set of business models and web of business relationships,... View Details
      Keywords: Entrepreneurship; Asset Pricing; Capital; Financial Management; Technological Innovation; Business or Company Management; Growth and Development Strategy; Relationships; Competitive Strategy; Information Technology Industry; Web Services Industry
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      Applegate, Lynda M., and Meredith Collura. "Amazon.com: Exploiting the Value of Digital Business Infrastructure." Harvard Business School Case 800-330, June 2000. (Revised September 2000.)
      • October 1999 (Revised July 2002)
      • Case

      WingspanBank.com (A)

      By: Sandra J. Sucher and Daniel Galvin
      The case describes the new product development process for WingspanBank.com, an Internet-only financial services "infomediary" created by a team from Bank One's First USA division. The creation of the bank is described from concept development to prelaunch decision... View Details
      Keywords: Business Startups; Decision Making; Information Management; Management Practices and Processes; Managerial Roles; Product Development; Performance Consistency; Competitive Advantage; Internet; Financial Services Industry; Web Services Industry; United States
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      Sucher, Sandra J., and Daniel Galvin. "WingspanBank.com (A)." Harvard Business School Case 600-035, October 1999. (Revised July 2002.)
      • July 1994
      • Article

      Competitive Analysis

      By: R. Deshpande and H. Gatignon
      Keywords: Competition
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      Deshpande, R., and H. Gatignon. "Competitive Analysis." Marketing Letters 5 (July 1994): 271–288.
      • April 1992
      • Background Note

      Ethical Dimensions of Competitive Analysis

      By: Michael E. Porter
      Presents some of the dilemmas of gathering competitive information and the appropriate limits for competitive analysis. Raises the issues involved and provides information about actual corporate practice. View Details
      Keywords: Ethics; Competition; Management Practices and Processes; Management Analysis, Tools, and Techniques; Corporate Governance; Information Management
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      Porter, Michael E. "Ethical Dimensions of Competitive Analysis." Harvard Business School Background Note 792-088, April 1992.
      • March 1992 (Revised December 1992)
      • Case

      Harley-Davidson, Inc.--1987

      By: W. Carl Kester and Julia Morley
      After an LBO and near bankruptcy in the early 1980s, Harley-Davidson makes an astonishing recovery, going public in 1986. Its listing on the New York Stock Exchange in 1987 provides the occasion of an equity analyst to publish a research report in which she must issue... View Details
      Keywords: Leveraged Buyouts; Currency Exchange Rate; Reports; Crisis Management; Going Public; Research; Competition; Auto Industry; Japan; New York (city, NY)
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      Kester, W. Carl, and Julia Morley. "Harley-Davidson, Inc.--1987." Harvard Business School Case 292-082, March 1992. (Revised December 1992.)
      • February 1992 (Revised March 1993)
      • Case

      Intel Corp.--1992

      By: Kenneth A. Froot
      Intel Corp., the world's dominant designer and manufacturer of microprocessors (the "brains" of the personal computer), has accumulated a large amount of cash (net of debt). Furthermore, it expects to continue to accumulate cash at an unprecedented rate. Has the... View Details
      Keywords: Dividends; Financial Management; Competition; Multinational Firms and Management; Cash; Technological Innovation; Capital Structure; Investment Return; Equity; Financial Strategy; Corporate Finance; Semiconductor Industry; United States
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      Froot, Kenneth A. "Intel Corp.--1992." Harvard Business School Case 292-106, February 1992. (Revised March 1993.)
      • Article

      A Resource Based Analysis of Global Competition: The Case of the Bearings Industry

      By: David J. Collis
      Keywords: Global Range; Competition; Information; Business Ventures
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      Collis, David J. "A Resource Based Analysis of Global Competition: The Case of the Bearings Industry." Strategic Management Journal 12 (Summer 1991): 49–68.
      • April 1991 (Revised October 1993)
      • Case

      Cat Fight in the Pet Food Industry (A)

      By: David J. Collis
      Describes the pet food industry in the mid-eighties prior to the breakout of a major competitive battle as manufacturers fight for share. Illustrates how when there are benefits to play in multiple markets, competitors will take action in one market to preserve their... View Details
      Keywords: Cost vs Benefits; Forecasting and Prediction; Financial Markets; Management Analysis, Tools, and Techniques; Ownership Stake; Competition; Corporate Strategy; Food and Beverage Industry
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      Collis, David J. "Cat Fight in the Pet Food Industry (A)." Harvard Business School Case 391-189, April 1991. (Revised October 1993.)
      • March 1991 (Revised October 1994)
      • Case

      Coca-Cola vs. Pepsi-Cola and the Soft Drink Industry

      By: Michael E. Porter
      Describes the competition between Coca-Cola and Pepsi-Cola. Provides a summary of the history of the soft drink industry prior to World War II, and over the period 1950-1990 in greater detail. Major strategic competitive moves and countermoves are described. Also... View Details
      Keywords: Competition; Industry Growth; Business Strategy; Food and Beverage Industry
      Citation
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      Porter, Michael E. "Coca-Cola vs. Pepsi-Cola and the Soft Drink Industry." Harvard Business School Case 391-179, March 1991. (Revised October 1994.)
      • October 1990 (Revised March 1993)
      • Background Note

      Note on Cable Television Regulation

      By: Willis M. Emmons III
      Examines the evolution of the U.S. cable television industry since its inception in the early 1950s. Particular emphasis is given to the roles played by technology, consumer demand, and regulation at both the local and federal level. Designed to facilitate a conceptual... View Details
      Keywords: Information Technology; Demand and Consumers; Government Legislation; Business Growth and Maturation; Monopoly; Television Entertainment; Telecommunications Industry; Media and Broadcasting Industry
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      Emmons, Willis M., III. "Note on Cable Television Regulation." Harvard Business School Background Note 391-022, October 1990. (Revised March 1993.)
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