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Wintel: Cooperation and Conflict
Abstract
We study competitive interactions between Intel and Microsoft, two producers of complementary products. In a system of complements, like the PC, the value of the final product depends on how well the different components work together. This, in turn, depends on the firms’ investment in complementary R&D. We ask whether Intel and Microsoft will want to cooperate and make the final product as valuable as possible. Contrary to the popular view that two tight complements will generally have well aligned incentives, we demonstrate that natural conflicts emerge over pricing, the timing of new product releases, and who captures the greatest value at different phases of product generations.
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Cited by
Business model innovation and competitive imitation: The case of sponsor‐based business models
Casadesus‐Masanell, R., & Zhu, F. (2013) · Strategic Management Journal · doi:10.1002/smj.2022 · Cited by 870
Self-citationCocreation of Value in a Platform Ecosystem: The Case of Enterprise Software1
Ceccagnoli, M., Forman, C., Huang, P., & Wu, D. J. (2012) · MIS Quarterly · doi:10.2307/41410417 · Cited by 794
How firms navigate cooperation and competition in nascent ecosystems
Hannah, D. P., & Eisenhardt, K. M. (2018) · Strategic Management Journal · doi:10.1002/smj.2750 · Cited by 692
Global platforms and ecosystems: Implications for international business theories
Nambisan, S., Zahra, S. A., & Luo, Y. (2019) · Journal of International Business Studies · doi:10.1057/s41267-019-00262-4 · Cited by 587
Maneuvering in Poor Visibility: How Firms Play the Ecosystem Game when Uncertainty is High
Dattée, B., Alexy, O., & Autio, E. (2018) · Academy of Management Journal · doi:10.5465/amj.2015.0869 · Cited by 567
Metadata
- Authors
- Casadesus-Masanell, R., & Yoffie, D. B.
- Venue
- Management Science
- Published
- 2007-04
- Volume
- 53
- Issue
- 4
- Pages
- 584-598
- ISSN
- 0025-1909 (ISSN-L)
- 1526-5501
- OpenAlex
- W2071387358
- Cited by
- 202
- References
- 0
- FWCI
- 38.23
- Type
- journal article
- Language
- en
- Open access
- closed
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