Studying the Incubation of a New Product Market Through Realized and Alternative Histories

References

• Agarwal R, Tripsas M (2008) Technology and industry evolution. Shane S, ed. The Handbook of Technology and Innovation Management, vol. 1 (Wiley-Blackwell, Hoboken, NJ), 1–55.Google Scholar
• Ancona DG, Caldwell DF (1992) Bridging the boundary: External activity and performance in organizational teams. Admin. Sci. Quart. 37(4):634–665.Crossref, Google Scholar
• Barker VL III, Mueller GC (2002) CEO characteristics and firm R&D spending. Management Sci. 48(6):782–801.Link, Google Scholar
• Barney J (1991) Firm resources and sustained competitive advantage. J. Management 17(1):99–120.Crossref, Google Scholar
• Barr PS (1998) Adapting to unfamiliar environmental events: A look at the evolution of interpretation and its role in strategic change. Organ. Sci. 9(6):644–669.Link, Google Scholar
• Barr PS, Stimpert JL, Huff AS (1992) Cognitive change, strategic action, and organizational renewal. Strategic Management J. 13(S1):15–36.Crossref, Google Scholar
• Baumann O, Schmidt J, Stieglitz N (2019) Effective search in rugged performance landscapes: A review and outlook. J. Management 45(1):285–318.Crossref, Google Scholar
• Bijker WE (1997) Of Bicycles, Bakelites, and Bulbs: Toward a Theory of Sociotechnical Change (MIT Press, Cambridge, MA).Google Scholar
• Boeker W (1997) Executive migration and strategic change: The effect of top manager movement on product-market entry. Admin. Sci. Quart. 42(2):213–236.Crossref, Google Scholar
• Brown SL, Eisenhardt KM (1995) Product development: Past research, present findings, and future directions. Acad. Management Rev. 20(2):343–378.Crossref, Google Scholar
• Burgelman RA (1994) Fading memories: A process theory of strategic business exit in dynamic environments. Admin. Sci. Quart. 39(1):24–56.Crossref, Google Scholar
• Carroll GR, Bigelow LS, Seidel M-DL, Tsai LB (1996) The fates of de novo and de alio producers in the American automobile industry, 1885–1981. Strategic Management J. 17(S1):117–138.Crossref, Google Scholar
• Cassiman B, Ueda M (2006) Optimal project rejection and new firm start-ups. Management Sci. 52(2):262–275.Link, Google Scholar
• Cattani G (2005) Preadaptation, firm heterogeneity, and technological performance: A study on the evolution of fiber optics, 1970-1995. Organ. Sci. 16(6):563–580.Link, Google Scholar
• Cattani G (2006) Technological pre-adaptation, speciation, and emergence of new technologies: How Corning invented and developed fiber optics. Indust. Corporate Change 15(2):285–318.Crossref, Google Scholar
• Cattani G, Porac JF, Thomas H (2017) Categories and competition. Strategic Management J. 38(1):64–92.Crossref, Google Scholar
• Cho TS, Hambrick DC (2006) Attention as the mediator between top management team characteristics and strategic change: The case of airline deregulation. Organ. Sci. 17(4):453–469.Link, Google Scholar
• Christensen CM, Bower JL (1996) Customer power, strategic investment, and the failure of leading firms. Strategic Management J. 17(3):197–218.Crossref, Google Scholar
• Clark KB, Fujimoto T (1991) Product Development Performance: Strategy, Organization, and Management in the World Auto Industry (Harvard Business School Press, Boston).Google Scholar
• Danneels E (2011) Trying to become a different type of company: Dynamic capability at Smith Corona. Strategic Management J. 32(1):1–31.Crossref, Google Scholar
• Davis GF, Diekmann KA, Tinsley CH (1994) The decline and fall of the conglomerate firm in the 1980s: The deinstitutionalization of an organizational form. Amer. Sociol. Rev. 59(4):547–570.Crossref, Google Scholar
• Dierickx I, Cool K (1989) Asset stock accumulation and sustainability of competitive advantage. Management Sci. 35(12):1504–1511.Link, Google Scholar
• Eggers J (2014) Competing technologies and industry evolution: The benefits of making mistakes in the flat panel display industry. Strategic Management J. 35(2):159–178.Crossref, Google Scholar
• Eggers JP, Kaplan S (2009) Cognition and renewal: Comparing CEO and organizational effects on incumbent adaptation to technical change. Organ. Sci. 20(2):461–477.Link, Google Scholar
• Eggers J, Moeen M (2018) Entry strategy for nascent industries: Introduction to a virtual special issue. Strategic Management J., ePub ahead of print December 13, https://doi.org/10.1002/smj.2994.Crossref, Google Scholar
• Eisenhardt KM, Bourgeois LJ III (1988) Politics of strategic decision making in high-velocity environments: Toward a midrange theory. Acad. Management J. 31(4):737–770.Crossref, Google Scholar
• Engler D (2015) Is it a car or a truck? Managerial beliefs, the choice of product architecture and the emergence of the minivan market segment. Indust. Corporate Change 24(3):697–719.Crossref, Google Scholar
• Felin T, Zenger TR (2017) The theory-based view: Economic actors as theorists. Strategy Sci. 2(4):258–271.Link, Google Scholar
• Ferguson N (1997) Virtual history: Toward a “chaotic” theory of the past. Ferguson N, ed. Virtual History: Alternatives and Counterfactuals (Picador, London), 1–90.Google Scholar
• Fiol CM (1990) Explaining strategic alliance in the chemical industry. Huff AS, ed. Mapping Strategic Thought (John Wiley & Sons, Chichester, UK), 227–249.Google Scholar
• Fox-Wolfgramm S, Boal K, Hunt J (1998) Toward an understanding of organizational adaptation: Inside the black box. Admin. Sci. Quart. 43(1):87–126.Crossref, Google Scholar
• Garud R, Rappa MA (1994) A socio-cognitive model of technology evolution: The case of cochlear implants. Organ. Sci. 5(3):344–362.Link, Google Scholar
• Garud R, Jain S, Kumaraswamy A (2002) Institutional entrepreneurship in the sponsorship of common technological standards: The case of Sun Microsystems and Java. Acad. Management J. 45(1):196–214.Crossref, Google Scholar
• Garud R, Nayyar PR, Shapira Z (1997) Technological Innovation: Oversights and Foresights (Cambridge University Press, Cambridge, UK).Crossref, Google Scholar
• Gavetti G, Menon A (2016) Evolution cum agency: Toward a model of strategic foresight. Strategy Sci. 1(3):207–233.Link, Google Scholar
• Gilbert RJ, Newbery DMG (1982) Preemptive patenting and the persistence of monopoly. Amer. Econom. Rev. 72(3):514–526.Google Scholar
• Greve HR (2003) A behavioral theory of R&D expenditures and innovations: Evidence from shipbuilding. Acad. Management J. 46(6):685–702.Crossref, Google Scholar
• Halberstam D (1986) The Reckoning (Morrow, New York).Google Scholar
• Hambrick DC, Mason PA (1984) Upper echelons: The organization as a reflection of its top managers. Acad. Management Rev. 9(2):193–206.Crossref, Google Scholar
• Helfat CE, Lieberman MB (2002) The birth of capabilities: Market entry and the importance of pre history. Indust. Corporate Change 11(4):725–760.Crossref, Google Scholar
• Henderson RM, Clark KB (1990) Architectural innovation: The reconfiguration of existing product technologies and the failure of established firms. Admin. Sci. Quart. 35(1):9–30.Crossref, Google Scholar
• Henderson R, Cockburn I (1994) Measuring competence? Exploring firm effects in pharmaceutical research. Strategic Management J. 15:63–84.Crossref, Google Scholar
• Iacocca LA, Novak W (1984) Iacocca: An Autobiography (Bantam Books, Toronto, New York).Google Scholar
• Johnson RA (2005) Six Men Built the Modern Auto Industry (MotorBooks International, St. Paul, MN).Google Scholar
• Kadiyali V, Sudhir K, Rao VR (2001) Structural analysis of competitive behavior: New empirical industrial organization methods in marketing. Internat. J. Res. Marketing 18(1–2):161–186.Crossref, Google Scholar
• Kaplan S (2008) Cognition, capabilities, and incentives: Assessing firm response to the fiber-optic revolution. Acad. Management J. 51(4):672–695.Crossref, Google Scholar
• Katila R, Ahuja G (2002) Something old, something new: A longitudinal study of search behavior and new product introduction. Acad. Management J. 45(6):1183–1194.Crossref, Google Scholar
• Kauffman SA (1993) The Origins of Order: Self-Organization and Selection in Evolution (Oxford University Press, New York).Crossref, Google Scholar
• Kirsch DA (2000) The Electric Vehicle and the Burden of History (Rutgers University Press, London).Google Scholar
• Klepper S (2002a) The capabilities of new firms and the evolution of the US automobile industry. Indust. Corporate Change 11(4):645–666.Crossref, Google Scholar
• Klepper S (2002b) Firm survival and the evolution of oligopoly. RAND J. Econom. 33(1):37–61.Crossref, Google Scholar
• Klepper S, Simons K (2000) Dominance by birthright: Entry of prior radio producers and competitive ramifications in the US television receiver industry. Strategic Management J. 21(10–11):997–1016.Crossref, Google Scholar
• Lee GK (2008) Relevance of organizational capabilities and its dynamics: What to learn from entrants’ product portfolios about the determinants of entry timing. Strategic Management J. 29(12):1257–1280.Crossref, Google Scholar
• Leonard-Barton D (1992) Core capabilities and core rigidities: A paradox in managing new product development. Strategic Management J. 13(5):111–125.Crossref, Google Scholar
• Levinthal DA (1997) Adaptation on rugged landscapes. Management Sci. 43(7):934–950.Link, Google Scholar
• Maggitti PG, Smith KG, Katila R (2013) The complex search process of invention. Res. Policy 42(1):90–100.Crossref, Google Scholar
• Malerba F, Nelson R, Orsenigo L, Winter S (1999) “History-friendly” models of industry evolution: The computer industry. Indust. Corporate Change 8(1):3–40.Crossref, Google Scholar
• Malerba F, Nelson R, Orsenigo L, Winter S (2016) Innovation and Industry Evolution: History Friendly Models (Cambridge University Press, Cambridge, UK).Crossref, Google Scholar
• March JG, Sproull LS, Tamuz M (1991) Learning from samples of one or fewer. Organ. Sci. 2(1):1–13.Link, Google Scholar
• McKendrick DG (2001) Global strategy and population‐level learning: The case of hard disk drives. Strategic Management J. 22(4):307–334.Crossref, Google Scholar
• Meyer AD (1982) Adapting to environmental jolts. Admin. Sci. Quart. 27(4):515–537.Crossref, Google Scholar
• Mitchell W (1989) Whether and when? Probability and timing of incumbents’ entry into emerging industrial subfields. Admin. Sci. Quart. 34(2):208–230.Crossref, Google Scholar
• Mitchell W (1991) Dual clocks: Entry order influences on incumbent and newcomer market share and survival when specialized assets retain their value. Strategic Management J. 12(2):85–100.Crossref, Google Scholar
• Moeen M, Agarwal R (2017) Incubation of an industry: Heterogeneous knowledge bases and modes of value capture. Strategic Management J. 38(3):566–587.Crossref, Google Scholar
• Navis C, Glynn MA (2010) How new market categories emerge: Temporal dynamics of legitimacy, identity, and entrepreneurship in satellite radio, 1990–2005. Admin. Sci. Quart. 55(3):439–471.Crossref, Google Scholar
• Nelson RR (2008) Bounded rationality, cognitive maps, and trial and error learning. J. Econom. Behav. Organ. 67(1):78–89.Crossref, Google Scholar
• Nelson RR, Winter SG (1982) An Evolutionary Theory of Economic Change (Belknap Press of Harvard University Press, Cambridge, MA).Google Scholar
• Ocasio W, Joseph J (2017) The attention-based view of great strategies. Strategy Sci. 3(1):289–294.Link, Google Scholar
• Penrose E (1959) The Theory of the Growth of the Firm (John Wiley & Sons, New York).Google Scholar
• Peteraf MA (1993) The cornerstones of competitive advantage: A resource-based view. Strategic Management J. 14(3):179–191.Crossref, Google Scholar
• Petrin A (2002) Quantifying the benefits of new products: The case of the minivan. J. Political Econom. 110(4):705–729.Crossref, Google Scholar
• Popper K (1944) The poverty of historicism, II. A criticism of historicist methods. Economica (N.S.) 11(43):119–137.Crossref, Google Scholar
• Rao H, Monin P, Durand R (2005) Border crossing: Bricolage and the erosion of categorical boundaries in French gastronomy. Amer. Sociol. Rev. 70(6):968–991.Crossref, Google Scholar
• Reinganum J (1983) Uncertain innovation and the persistence of monopoly. Amer. Econom. Rev. 73(4):741–748.Google Scholar
• Rindova VP, Fombrun CJ (1999) Constructing competitive advantage: The role of firm–constituent interactions. Strategic Management J. 20(8):691–710.Crossref, Google Scholar
• Rosa JA, Porac JF, Runser-Spanjol J, Saxon MS (1999) Sociocognitive dynamics in a product market. J. Marketing 63:64–77.Google Scholar
• Rumelt RP (1984) Towards a strategic theory of the firmLamb RB, ed. Competitive Strategic Management (Prentice-Hall, Upper Saddle River, NJ), 556–570.Google Scholar
• Simon HA (1979) Rational decision making in business organizations. Amer. Econom. Rev. 69(4):439–513.Google Scholar
• Sine WD, David RJ (2003) Environmental jolts, institutional change, and the creation of entrepreneurial opportunity in the US electric power industry. Res. Policy 32(2):185–207.Crossref, Google Scholar
• Tripsas M, Gavetti G (2000) Capabilities, cognition, and inertia: Evidence from digital imaging. Strategic Management J. 21(10):1147–1161.Crossref, Google Scholar
• Tushman ML, Anderson PC (1986) Technological discontinuities and organizational environments. Admin. Sci. Quart. 31(3):439–465.Crossref, Google Scholar
• Tushman ML, Rosenkopf L (1996) Executive succession, strategic reorientation and performance growth: A longitudinal study in the US cement industry. Management Sci. 42(7):939–953.Link, Google Scholar
• Virany B, Tushman ML, Romanelli E (1992) Executive succession and organization outcomes in turbulent environments: An organization learning approach. Organ. Sci. 3(1):72–91.Link, Google Scholar
• Wernerfelt B (1984) A resource-based view of the firm. Strategic Management J. 5(2):171–180.Crossref, Google Scholar
• Winter SG, Cattani G, Dorsch A (2007) The value of moderate obsession: Insights from a new model of organizational search. Organ. Sci. 18(3):403–419.Link, Google Scholar
• Yates BW (1996) The Critical Path: Inventing an Automobile and Reinventing a Corporation (Little, Brown and Company, Boston).Google Scholar