The nature, sources, and consequences of firm differences in the early history of the semiconductor industry

Strategic Management Journal

Volumn 21, Issue 10-11, 2000, Pages 1017-1041

  Holbrook, Daniel ^a   Cohen, Wesley M ^b   Hounshell, David A ^b   Klepper, Steven ^b  

^a MARSHALL UNIVERSITY   (United States)

^b CARNEGIE MELLON UNIVERSITY   (United States)

Author keywords

Evolution; Firm capabilities; Innovation

Indexed keywords

EID: 0000504564     PISSN: 01432095     EISSN: None     Source Type: Journal    
DOI: 10.1002/1097-0266(200010/11)21:10/11<1017::AID-SMJ131>3.0.CO;2-G     Document Type: Article

References (77)

1. Ackerman C. Interview with Jack Saddler. Motorola, Inc. Corporate Archives, Motorola Museum of Electronics: Schamburg, IL; 9-10.
2. Allison G. 1971. Essence of Decision. Little, Brown: Boston, MA.
3. Andrews KR. 1971. The Concept of Corporate Strategy. Dow-Jones Irwin: Homewood, IL.
4. AT&T Archives. 1951. Transistor symposium, list of guests. September 17, 1951, 11 04 02, p. 10.
5. Barney JB. 1994. Beyond individual metaphors in understanding how firms behave: a comment on game theory and prospect theory models of firm behavior. In Fundamental Issues in Strategy, Rumelt RP, Schendel DE, Teece DJ (eds). Harvard Business School Press: Boston, MA; 55-69.
6. Bassett RK. 1998. New technology, new people, new organizations: the rise of the MOS transistor, 1945-1975. Ph.D. dissertation, Princeton University.
7. Baxter III JP. 1946. Scientists Against Time. Little, Brown: Boston, MA.
8. Biesle SC. 1959. Memo to H. Schuler, 23 January, Stanford University Special Collections, Palo Alto, CA: SA 90-117: 13/8.
9. Braun E, MacDonald S. 1982. Revolution in Miniature: The History and Impact of Semiconductor Electronics. 2nd edn, Cambridge University Press: Cambridge, UK.
10. Burgelman RA. 1994. Fading memories: a process theory of strategic business exit in dynamic environments. Administrative Science Quarterly 39: 24-56.
11. Business Week 1962. Business Week, 5 May, p. 116.
12. Caves RE. 1998. Industrial organization and new findings on the turnover and mobility of firms. Journal of Economic Literature 36(4): 1947-1982.
13. Chandler AD Jr. 1962. Strategy and Structure: Chapters in the History of the Industrial Enterprise. MIT Press: Cambridge, MA.
14. Cohen WM, Klepper S. 1992. The anatomy of industry R&D distributions. American Economic Review 82: 773-788.
15. Cohen WM, Klepper S. 1996. A reprise of size and R&D. Economic Journal 106(437): 925-951.
16. Cohen WM, Levinthal DA. 1990. Absorptive capacity: a new perspective on learning and innovation. Administrative Science Quarterly 35: 128-152.
17. Cohen WM, Levinthal DA. 1994. Fortune favors the prepared firm. Management Science 40: 227-251.
18. Cohen WM, Malerba F. 1994. Is the tendency to variation a chief cause of progress? Mimeo, Carnegie Mellon University.
19. DaCosta H. Interview with Jack Saddler. Motorola Museum of Electronics: Schamburg, IL; pp. 16, 36.
20. Dimmick WF. 1959. Memo to William Shockley, 1 April 1959, Stanford University Special Collections, Palo Alto, CA, SA 90-117, 14/5.
21. Fujimoto T. 1999. The Evolution of a Manufacturing System at Toyota. Oxford University Press: New York.
22. Geroski PA. 1995. What do we know about entry? International Journal of Industrial Organization 13(4): 421-440.
23. Ghemawat P. 1991. Commitment, the Dynamic of Strategy. Free Press: New York.
24. Golding A. 1971. The semiconductor industry in Britain and the United States: a case study in innovation, growth and the diffusion of technology. D.Phil. dissertation, University of Sussex.
25. Griliches Z. 1991. The search for R&D spillovers. NBER, working paper no. 3768.
26. Hoddeson L. 1977. The roots of solid-state research at Bell Labs. Physics Today 30(3): 23-30.
27. Hoddeson L. 1981. The discovery of the point-contact transistor. Historical Studies in the Physical Sciences 12(1): 41-76.
28. Hogan CL. 1961. Final draft of C. L. Hogan's speech. Motorola, Inc. Corporate Archives, Motorola Museum of Electronics: Schamburg, IL; p. 3.
29. Holbrook D. 1995. Government support of the semiconductor industry: diverse approaches and information flows. Business and Economic History 24(2): 133-168.
30. Holbrook D. 1999. Technical diversity and technological change in the American semiconductor industry, 1952-1965. Ph.D. dissertation, Carnegie Mellon University.
31. Holmstrom BR, Tirole J. 1989. The theory of the firm. In Handbook of Industrial Organization, Schmalensee R, Willig RD (eds). North-Holland: Amsterdam; 63-133.
32. Iansiti M. 1998. Technology Integration. Harvard Business School Press: Boston, MA.
33. Jensen JB, McGuckin RH. 1997. Firm performance and evolution: empirical regularities in the US microdata. Industrial and Corporate Change 6(1): 25-47.
34. Kleiman H. 1966. The integrated circuit: a case study of product innovation in the electronics industry. DBA dissertation, George Washington University.
35. Klepper S. 1996. Entry, exit, growth, and innovation over the product life cycle. American Economic Review 86(3): 562-583.
36. Leonard-Barton D. 1994. Core capabilities and core rigidities: a paradox in managing new product development. Strategic Management Journal, Summer Special Issue 13: 111-125.
37. Levin RC, Reiss PC. 1984. Tests of a Schumpeterian model of R&D and market structure. In R&D, Patents and Productivity, Griliches Z (ed). University of Chicago Press for the NBER: Chicago, IL; 175-202.
38. Levitt B, March JG. 1988. Organizational learning. Annual Review of Sociology 14: 319-340.
39. Malone M. 1985. The Big Score: The Billion Dollar Story of Silicon Valley. Doubleday: Garden City, NJ.
40. Miller B. 1962. Motorola investigates compatible circuits. Aviation Week 76(2): 85-95.
41. Motorola, Inc.. 1960. Annual Report. Motorola, Inc. Corporate Archives, Motorola Museum of Electronics: Schamburg, IL.
42. Mowery DC, Nelson RR. 1999. Explaining industrial leadership. In Sources of Industrial Leadership, Mowery DC, Nelson RR (eds). Cambridge University Press: Cambridge, MA; 359-382.
43. Mueller DC. 1986. Profits in the Long Run. Cambridge University Press: Cambridge, UK.
44. Nelson RR. 1982. The role of knowledge in R&D efficiency. Quarterly Journal of Economics 97: 453-470.
45. Nelson RR. 1991. Why do firms differ, and how does it matter? Strategic Management Journal, Winter Special Issue 12: 61-74.
46. Nelson RR, Winter SG. 1982. An Evolutionary Theory of Economic Change. Harvard University Press: Cambridge, MA.
47. Noble D. 1954. Familiar tune, familiar theme. Motorola Engineering Bulletin 2(4): 4.
48. Noble D. 1964. Memo, Daniel Noble to Mark Harry Petrakis. (Motorola, Inc. Corporate Archives, Motorola Museum of Electronics: Schamburg, IL; Box 7B, Folder 17, June 22, 1964), 6-8, 10.
49. Noble D. 1974. Memo from Daniel E. Noble on 'History of Motorola in Phoenix. (Motorola, Inc. Corporate Archives, Motorola Museum of Electronics: Schamburg, IL; Box 7B, Folder 17, February 7, 1974) 1-3.
50. Noble D. 1977. Some of my Motorola activities: personal reference notes for Motorola archives. (Motorola, Inc. Corporate Archives, Motorola Museum of Electronics: Schamburg, IL; Box 7, Folder 38, August 15, 1977), pp. 2, 18.
51. Noyce R. 1977. Microelectronics. Scientific American 237(3): 63-69.
52. Petrakis HM. 1991. The Founder's Touch: The Life of Paul Calvin of Motorola. 3rd edn, J. G. Ferguson Publishing, Motorola University Press: Chicago, IL.
53. Porter ME. 1980. Competitive Strategy: Techniques for Analyzing Industries and Competitors. Free Press: New York.
54. Prahalad CK, Hamel G. 1990. The core competences of the corporation. Harvard Business Review 68(3): 79-91.
55. Queisser H. 1988. The Conquest of the Microchip: Science and Business in the Silicon Age. (transl. Crawford-Burkhardt D). Harvard University Press: Cambridge, MA; 82-84.
56. Ravenscraft DJ. 1983. Structure-profit relationships at the line of business and industry level. Review of Economics and Statistics 65: 22-31.
57. Riordan M, Hoddeson L. 1997. Crystal Fire: The Birth of the Information Age. W. W. Norton: New York.
58. Rumelt RP. 1991. How much does industry matter? Strategic Management Journal 12(3): 167-185.
59. Rumelt RP, Schendel DE, Teece DJ. (eds). 1994. Fundamental Issues in Strategy. Harvard Business School Press: Boston, MA.
60. Schmalensee R. 1985. Do markets matter much? American Economic Review 75: 341-351.
61. Shockley W. 1950. Electrons and Holes in Semiconductors, with Applications to Transistor Electronics (reprinted 1976). Robert E. Krieger: New York.
62. Shockley W. 1955. Letter to M. J. Kelly (8 September 1955) Stanford University Special Collections, Palo Alto, CA: SA 90-117, 13/13.
63. Shockley W. 1956. Letter to Mr. Francis Donaldson (28 November 1956) Stanford University Special Collections, Palo Alto, CA: SA 90-117, 13/12.
64. Shockley W. 1957a. Memo to Duryea, Beckman Instruments (1 March 1957) Stanford University Special Collections, Palo Alto, CA: SA 90-117, 14/8.
65. Shockley W. 1957b. Memo 'Senior staff, May 1957' SA 90-117, 14/8.
66. Shockley W. 1958. Letter to S. Clark Beise (9 July 1958) Stanford University Specia Collections, Palo Alto, CA: SA 90-117, 13/8.
67. Shockley W. 1976. The path to the conception of the junction transistor. IEEE Transaction on Electron Devices, EN-23(7): 597-620.
68. Sprague Electric Annual Reports. 1948-1978. Special collections, Harvard Graduate School of Business, Boston, MA.
69. Sprague JL. 1993. Revitalizing U.S. Electronics: Lessons from Japan. Butterworth-Heinemann: Boston, MA.
70. Sutton J. 1998. Technology and Market Structure. MIT Press: Cambridge, MA.
71. Taylor W. 1985 Interview by David Grayson Allen. (Motorola, Inc. Corporate Archives, Motorola Museum of Electronics: Schamburg, IL; 22 January; 1985), 16-18, 24, 30, 37.
72. Teece D, Pisano G, Shuen A. 1997. Dynamic capabilities and strategic management. Strategic Management Journal 18(7): 509-533.
73. Tilton J. 1971. International Diffusion of Technologies: The Case of Semiconductors. Brookings Institution: Washington, DC.
74. Weisz W. 1985. Interview by Dav d Grayson Allen. Motorola, Inc. Corporate Archives, Motorola Museum of Electronics: Schamburg, IL; 26 February, 1985 pp. 8-19.
75. Welty J. 1989. Interview by Mark Harry Petrakis. Motorola, Inc. Corporate Archives, Motorola Museum of Electronics: Schamburg, IL; 13 June, 1989 p. 9.
76. Winter SG. 1988. On Coase, competence, and the corporation. Journal of Law, Economics, and Organization 4: 163-180.
77. Wolff MF. 1976 The genesis of the integrated circuit. IEEE Spectrum August: 45-53.