SES # | TOPICS | READINGS |
---|---|---|
0. Introduction | ||
1 | Creating, capturing, and delivering value with technology strategy | |
I. Creating value: technology, market, and organizational perspectives | ||
2 | Case: eInk |
McGahan, Anita. “How Industries Change.” Harvard Business Review, October 1, 2004. Foster, R. “The S-curve: A New Forecasting Tool.” Chapter 4 in Innovation, The Attacker’s Advantage. New York, NY: Summit Books, Simon and Schuster, 1986, pp. 88-111. ISBN: 9780671622503. Utterback, James. “Invasion of a Stable Business by Radical Innovation.” Chapter 7 in Mastering the Dynamics of Innovation. Cambridge, MA: Harvard Business School Press, 1994. ISBN: 9780875843421. |
3 | Case: Apple 2006 |
Moore, G. Crossing the Chasm. Revised ed. New York, NY: Harper Collins, 1999. (Read chapter 1 “High-Tech Marketing Illusion,” and chapter 2 “High-Tech Marketing Enlightenment,” pp. 9-62.) ISBN: 9780066620022. Christensen, Clayton. “How Can Great Firms Fail? Insights From the Hard Disk Industry.” Chapter 1 in The Innovator’s Dilemma. Cambridge, MA: Harvard Business School Press, 1997, pp. 3-28. |
4 | Industry life cycles and evolution of markets | No required reading |
5 | Case: Novartis |
Tushman, Michael, and Wendy Smith. “Technological Change, Ambidextrous Organizations and Organizational Evolution.” In Companion to Organizations. Edited by J. Baum. Malden, MA: Wiley-Blackwell, 2002. ISBN: 9780631216940. Eisenhardt, Kathleen, and Charles Galunic. “Coevolving: At Last, A Way to Make Synergies Work.” Harvard Business Review, January 1, 2000. |
6 | Partnership case: Intel (A): photolithography strategy in crisis |
Eisenhardt, Kathleen, and Shona Brown. “Patching: Restitching Business Portfolios in Dynamic Markets.” Harvard Business Review, May 1, 1999. Henderson, Rebecca “Going for Growth: Managing Discontinuous Innovation.” Chapter 7 in Strategy and Technology. (forthcoming) |
7 | Organizational of innovation: structure, processes and incentives | No required reading |
II. Capturing value: appropriability, competition, and interdependence | ||
8 | Case: Abgenix and the XenoMouse | Henderson, Rebecca. “Making Money From Innovation.” Chapter 3 in Strategy and Technology. (forthcoming) |
9 | Appropriability: uniqueness and complementary assets | No required reading |
10 | Case: Ember: developing the next ubiquitous network standard |
Shapiro, Carl, and Hal Varian. “The Art of Standards Wars.” California Management Review 41, no. 2 (1999): 8-32. Arthur, Brian. “Increasing Returns and the New World of Business.” Harvard Business Review, July 1, 1996. |
11 | Open standards, increasing returns, and propriety control | No required reading |
12 | Case: Red Hat and the Linux revolution | Henderson, Rebecca, and Kim Clark. “Architectural Innovation: The Reconfiguration of Existing Product Technologies and the Failure of Established Firms.” Administrative Science Quarterly 35 (1990): 9-30. |
13 | Partnership case: Google and AOL | Brown, Shona, and Kathleen Eisenhardt. “The Art of Continuous Change: Linking Complexity Theory and Time-paced Evolution in Relentlessly Shifting Organizations.” Administrative Science Quarterly 42 (1997): 1-34. |
14 | Horizontal / vertical strategies and the evolution of the value chain | No required reading |
15 | Case: Nokia, Apple iPhone, and Google phone |
Brandenburger, Adam, and Barry Nalebuff. Co-Opetition. New York, NY: Broadway Business, 1997. (Read chapter 1 “War and Peace,” chapter 2 “Co-Opetition,” and chapter 5 “Added Value,” pp. 3-39 and 110-158.) ISBN: 9780385479509. |
16 | Strategic management of platforms and ecosystems | No required reading |
III. Delivering value: organizational dynamics and inter-firm relationships | ||
17 | Case: we’ve got rhythm! Medtronic Corporation’s cardiac pacemaker business |
Repenning, Nelson, and John Sterman. “Nobody Ever Gets Credit For Fixing Problems That Never Happened.” California Management Review 43, no. 4 (2001): 64-88. Eisenhardt, Kathleen and Don Sull. “Strategy as Simple Rules.” Harvard Business Review, January 1, 2001. Eisenhardt, Kathleen and Shona Brown. “Time Pacing: Competing in Markets that Won’t Stand Still.” Harvard Business Review, March 1, 1998. |
18 | Case: Toyota Motor corporation: launching Prius |
Eisenhardt, Kathleen, Jean Kahwajy, and L. J. Bourgeois III. “How Management Teams Can Have a Good Fight.” Harvard Business Review, July 1, 1997. Eisenhardt, Kathleen. “Making Fast Strategic Decisions in High-Velocity Environments.” Academy of Management Journal 32 (1989): 543-576. |
19 | Organizational dynamics: overload, time-pacing, simple rules, and probing | No required reading |
20 | Partnership case: Alza/Ciba (1): structuring a deal? | Hamel, Gary, Yves L. Doz, and C. K. Prahalad. “Collaborate With Your Competitors — And Win.” Harvard Business Review, January 1, 1989. |
21 | Partnership case: Alza/Ciba (2): managing the relationship, 1977-1979 | No required reading |
IV. Practicing technology strategy | ||
22 | Case: Kodak and the digital revolution (A) | No required reading |
23 | Selected student presentations | No required reading |
24 | Conclusions and reflections | No required reading |
Readings
Chaudhuri, Saabira. “Why Apple’s iPhone is Not the Next iPod.” Fast Company, December 19, 2007.
“Apple Sells One Million iPhone 3Gs in First Weekend.” Apple Press Release, July 14, 2008.
“Apple iPhone 3G Still Not Among Top Five Mobile Phones.” Palluxo.com, November 2, 2008.
Russell, Terrence. “Apple’s Games Strategy Looks Beyond Consoles and the iMac.” The Industry Standard, May 7, 2008.
Kim, Gary. “Will Android Cannibalize iPhone or BlackBerry?” Technology Marketing Corporation. Tmcnet.com, April 3, 2008.
Diaz, Jesus. “Pwnage iPhone Unlocking and Hacking Tool Now Available, Works Great.” Gizmodo, April 3, 2008.
Silverberg, David. “Study of iPhone Users Reveals Interesting Habits of Apple Customers.” Digital Journal, April 3, 2008.
Holson, Laura M. “Mobile Phone Industry Takes Aim at the iPhone.” New York Times, April 4, 2008.
Keizer, Gregg. “iPhone Picks Up Serious Steam in Smart Phone Market.” Computer World, April 3, 2008.
Keizer, Gregg. “Apple Adds Exchange Support to iPhone, Unveils SDK.” Computer World, March 6, 2008.
Pogue, David. “A First Look at Google’s New Phone.” New York Times, September 23, 2008.
Helft, Miguel, and Saul Hansell. “Google Introduces an iPhone Rival Open to Whims.” New York Times, September 24, 2008.
“Who Holds the Key?” Economist.com, August 15, 2008.
Shankland, Stephen. “Google Android Goes to Market with App Store.” Silicon.com, October 23, 2008.
Pogue, David. “Google Phone Delivers, but Not a Knockout Blow.” International Herald Tribune, October 16, 2008.
“The Un-iPhone.” The Economist, September 25, 2008.
“Visa to Develop Mobile Payment-related Services for Android Platform.” Visa Press Release, September 25, 2008.
“AT&T Warms to Google’s Android.” Los Angeles Times, April 3, 2008.
Segan, Sascha. “Google’s Android Makes its Public Debut.” PCMag.com, February 12, 2008.
Elgin, Ben. “Google Buys Android for its Mobile Arsenal.” Business Week, August 17, 2005.
Lev-Ram, Michal. “AT&T and Verizon in Race to “Open Up.”” Fortune, March 18, 2008.
Parker, Andrew. “Nokia Relies on Innovation to Stay Ahead of the Pack.” Financial Times, June 24, 2008.
Holson, Laura M. “Nokia does a Map Deal, Signaling Strategic Bet.” New York Times, October 2, 2007.
Sylvers, Eric. “Nokia’s Ovi is Growing with the Times.” International Herald Tribune, September 3, 2008.
Stone, Brad. “Play it Again, Nokia. For the 3rd Time.” New York Times, August 27, 2007.
Ibison, David. “Nokia to Take Full Control of Symbian.” Financial Times, June 24, 2008.
“Visa and Nokia Working Together to Deliver Payment Applications for Next Generation Mobile Devices.” Visa Press Release, September 25, 2008.