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Readings

Introduction

LEC # TOPICS READINGS
1 Case: Corning Inc: Technology Strategy in 2002 Corning Inc: Technology Strategy in 2002

Creating Value: Patterns of Change in Technologies and Markets

LEC # TOPICS READINGS
2 S curves and Technological Trajectories Foster, R. "The S-curve: A New Forecasting Tool." Chap. 4 in Innovation, The Attacker's Advantage. New York (NY): Summit Books, Simon and Schuster, 1986, pp. 88-111.
3 The evolution of markets

Moore, G. "High-Tech Marketing Illusion." Chap. 1 in Crossing the Chasm. Rev. Ed. NY: Harper Collins, 1999, pp. 9-62.

Moore, G. "High-Tech Marketing Enlightenment." Chap. 2 in Crossing the Chasm. Rev. Ed. NY: Harper Collins, 1999, pp. 9-62.

Christensen, Clayton. "How can great firms fail? Insights from the hard disk industry." Chap. 1 in The Innovator's Dilemma. Harvard Business School Press, 1997, pp. 3-28.

4 Case: EMI and the CT Scanner (A) EMI & the CT Scanner Case (HBS # 9-383-194)
5 Case: Innovation at 3M Corporation Innovation at 3M Corporation (A) (HBS # 9-699-012)

Capturing Value: Understanding Competition

LEC # TOPICS READINGS
6 Appropriability: profiting from innovation & the market for ideas Teece, D.J. "Profiting from Technological Innovation: Implications for Integration, Collaboration, Licensing and Public Policy." Research Policy 15, no. 6 (December 1986): pp. 185-219.
7 Case: Surface Logix Surface Logix (HBS # N9-802-050)
8 The Evolution of Value Chains Clockspeed chapter
9 Case: Abgenix and the Xeno Mouse Abgenix and the Xeno Mouse. (HBS # 9-501-061)
10 The Dynamics of Standard Driven Markets

Teaching Note: The Dynamics of Standard Driven Markets

Cusumano, Michael A., Y. Mylonadis, and R. Rosenbloom. "Strategic Maneuvering and Mass-Market Dynamics: The Triumph of VHS over Beta." The Business History Review (Spring 1992).

11 Case: Nintendo in 8 bit video games Power Play (A): Nintendo in 8 bit video games (HBS # 9-795-102)
12 Case: Sun Microsystems, Inc: Strategy for Solaris

Sun Microsystems, Inc: Solaris Strategy (HBS # 9-701-058)

And if you are not familiar with Linux: 

Raymond, Eric. "The Cathedral and the Bazaar."

At http://www.tuxedo.org/~esr/writings/cathedral-paper-1.html

"Choice, Linux and the Solaris Operating Environment"

At http://java.sun.com/features/2001/08/worldinno.html

Linux home page: www.linux.com 

IBM home page: www.ibm.com/us/

13 Case: Ember Inc Ember Inc.

Delivering Value: Organizational Competence

LEC # TOPICS READINGS
14 Organizing for Innovation: Motivating and Integrating R&D

Teaching Note: Managing Innovation 

Teaching Note: Incentives in research and development

15 Case: Siemens AG: Global Development Strategy (A) Case: Siemens AG: Global Development Strategy (A) (HBS # 9-602-061)
16 Dealing with Discontinuities

Henderson, R.M., and K. Clark. "Architectural Innovation: The Reconfiguration of Existing Product Technologies and the Failure of Established Firms." Administrative Science Quarterly 35 (1990): pp. 9-30.

"Managing Innovation in the Information Age." Harvard Business Review (January-February 1994): pp. 100-106.

17 Case: Synthes Synthes (HBS # 9-502-008)
18 Case: R.R. Donnelley and Sons: The Digital Division R.R. Donnelley & Sons: The Digital Division (HBS # 9-396-154)
19 Case: Intel Capital: The Berkeley Networks Investment Intel Capital: The Berkeley Networks Investment (HBS # 9-600-069)
20 Case: Corporate New Ventures at Procter and Gamble Corporate New Ventures at Procter & Gamble (9-897-088)
21 Case: Alza/Ciba (1): Structuring a Deal? Half the study groups in the class will play the role of managers at Alza, half will play the role of Ciba.
22 Case: Alza/Ciba (2): Managing the Relationship, 1977-1979 Cases will be distributed in class 20

Technology Strategy in Practice

LEC # TOPICS READINGS
23 Analytical Tools

Scharwtz, Peter. "The Smith & Hawken Story: The Process of Scenario Building." In The Art of the Long View. Doubleday, 1991, pp. 17-31

Luherman, Timothy A. "Investment Opportunities as Real Options: Getting Started on the Numbers." Harvard Business Review (1 July, 1998)

Wheelwright, S., and K. Clark. "Creating Project Plans to Focus Development." Harvard Business Review (March-April 1992): pp. 70-82.

24 Case: Medtronic We've got Rhythm! Medtronic Corporation's Cardiac Pacemaker Business (HBS # 9-698-004)

Wrap Up

LEC # TOPICS READINGS
25 Case: Kodak (A)
26 Summary and Conclusions