教學大綱 Syllabus

每周課程進度與作業要求 Course Schedule & Requirements

特別注意：本課程除第一週是星期四晚上上課外，第二週開始改至星期一晚上18:30開始

Session 01              Strategy and Research

50. Arben, P. (1997). The Integrating Course in the Business School Curriculum, Or, Whatever Happened to Business Policy? Business Horizons, March-April, pp. 65-70.
50. Tang, M. and Thomas, H. (1994). Developing Theories of Strategy Using Dominance Criteria. JMS, 31/2: 209-224.
50. Kuhn, T. S. (1962) The Structure of Scientific Revolutions, 2^nd ed., Chapter 1-5 & 9, Chicago, IL: The University of Chicago Press. (中譯本：科學革命的結構，程樹德等翻譯，pp. 43-100 & 145-164，遠流出版社)
50. Whetten, D. (1989) What Constitutes a Theoretical Contribution? Academy of Management Review, 14(4), pp. 490-495.

Session 02              Classic and Fundamentals of Strategy Research

50. Chandler, A. D. (1962) Strategy and Structure: Chapters in the History of American Industrial Enterprise, Chapter 1 & 6, pp. 1-51 & 283-323, Cambridge, MA: The MIT Press.
50. Andrew, K. (1971) The Concept of Corporate Strategy, Chapter 2 & 3, pp.13-51, Homewood, IL: Dow Johns-Irwin, Inc.
50. Rumelt, R., Schendel, D. E., and Teece, D. T. (1994). Fundamental Issues in Strategy In R. Rumelt, D. Schendel, and D. Teece (eds.) Fundamental Issues in Strategy: A Research Agenda, pp. 9-47, Boston, MA: Harvard Business School Press.

Session 03              Economics and Strategy : Industrial Organization

50. Schmalensee, R. (1988). Industrial Economics: An Overview. Economic Journal, 98: 643-681.
50. Porter, M. E. (1991). Towards A Dynamic Theory of Strategy. SMJ, 12 (Winter): 95-117.
50. Foss, N. J. (1996). Research in Strategy, Economics, and Michael Porter.  Journal of Management Studies, 33/1: 1-24.

Session 04    10/06 The Behavioral Theory of the Firm

50. Barnard, C. I. (1938). The Functions of the Executive, Chapter 6-9 & 15-16, pp. 65-123 & 216-257.
50. Cyert, R. M. and March, J. G. (1963). A Behavioral Theory of the Firm, Chapter 1-4 & 7, pp. 1-98 & 161-176, New Jersey: Prentice Hall, Inc.
50. Bromiley, P. (2005). The Behavioral Foundations of Strategic Management, Chapter 2, pp. 14-39, Malden, MA: Blackwell Publishing.
50. Joseph, J., and Wilson, A.J. (2018). The growth of the firm: an attention-based view. SMJ, 39, 1779-1800.
50. Smulowitz, S.J., Rousseau, H.E., Bromiley, P. (2020). The behavioral theory of the firm: the differing response of community-oriented firms to performance relative to aspirations. SMJ, 41:1023-1053.
50. Berchicci, L., and Tarakci, M. (2022). Aspiration formation and attention rules. SMJ, 1-27.

Session 05                    Transaction Cost Economics

50. Coase, R. H. (1937) “The Nature of the Firm,” Economica, 4: 386-405.
50. Williamson, O. E. (1989) “Transaction Cost Economics” in Richard Schmalemsee and Robert Willig, eds., Handbook of Industrial Organization, Vol. 1, pp. 136-182, Elsevier Science: Netherland.

50. David, R. J. and S. Han. (2004). A Systematic Assessment of the Empirical Support for Transaction Cost Economics. SMJ, 25: 39-58.
50. Santos, F. M. and Eisenhard, K. M. (2005). Organization Boundaries and Theories of Organization. OS, 16(5), 491–508.
50. Bigelow L, Nickerson JA, Park W-Y (2019). When and how to shift gears: Dynamic trade-offs among adjustment, opportunity, and transaction costs in response to an innovation shock. SMJ, 40:377–407.
50. Lo, D., and Zanarone, G. (2022). Contracting to (dis)incentive? An integrative transaction-cost approach on how contracts govern specific investments. SMJ,

Session 06              The Resource-based View of the Firm

50. Penrose, E. T. (1959) The Theory of the Growth of the Firm, Chapter 1-6.
50. Wernerfelt, B. (1984) “A Resource -based View of the Firm,” SMJ, 5: 171-180.

50. Rumelt, R. (1984) “Toward a Strategic Theory of the Firm,” in R. B. Lamb (ed.) Competitive Strategic Management, Upper Saddle River, NJ: Prentice Hall.
50. Barney, J. (1991) “Firm Resources and Sustained Competitive Advantage,” Journal of Management, 17, pp. 99-120.

50. Pitelis, C. N. (2007) “A Behavioral Resource-base View of the Firm: The Synergy of Cyert and March (1963) and Penrose (1959),” OS, 18(3): 478-490.
50. Alexy, O., West, J., Klapper, H, Reitzig, M. (2018). Surrendering control to gain advantage: Reconciling openness and the resource-based view of the firm. SMJ, 39:1704–1727.
50. Wibbens, P.D. (2021). A formal framework for the RBV: Resource dynamics as a Markov Process. SMJ.1-25.
50. Giustiziero, G., Kretschmer, T., Somaya, D., and Wu, B. (2022). Hyperspecialization and hyperscaling: A resource-based theory of the digital firm. SMJ. 1-34.
50. Krakowski, S., Luger, J., and Raisch, S. (2022) Artificial intelligence and the changing sources of competitive advantage. SMJ.1-28.

Session 07              Evolutionary Theory and Agency Theory

50. Nelson, R. R. and Winter, S. G. (1982) An Evolutionary Theory of Economic Change, Chapter 2-5, pp. 23-138, Cambridge, MA: The Belknap Press of Harvard University Press.

50. Jensen, M. C. and Meckling, W. H. (1976). Theory of the Firm: Managerial Behavior, Agency Costs and Ownership Structure. Journal of Financial Economics, 13, pp. 305-60.
50. Eisenhardt, K. M. (1989). Agency Theory: An Assessment and Review,” AMR, 14/1: 57-74.
50. Holmstron, B. and Milgrom, P. (1994). The Firm as an Incentive System. American Economic Review, 84, pp. 972-91.
50. Shi, W., Connelly, B.L., Hoskisson, R.E. (2017). External corporate Governance and financial fraud: cognitive evaluation theory insights on agency theory prescriptions. SMJ, 38:1268-1286.

Session 8              Dynamic Capabilities

50. Teece, D. J., Pisano, G. and Shuen, A. (1997). Dynamic Capabilities and Strategic Management. SMJ, 18: 509-533.
50. Teece, D. J. (2007). Explicating dynamic capabilities: the nature and micro foundations of (sustainable) enterprise performance. SMJ, 28: 1319
50. Girod, S.J.G. and Whittington, R. (2017). Reconfiguration, restructuring and Firm Performance: Dynamic Capabilities and Environment Dynamism. SMJ, 38:1121-1133.
50. Helfat, C. E., & Peteraf, M. A. (2015). Managerial cognitive capabilities and the micro foundations of dynamic capabilities. SMJ, 36(6): 831–850
50. Helfat, C.E., & Raubitschek, R.S. (2018). Dynamic and integrative capabilities for profiting from innovation in digital-based ecosystems. RP, 47: 1391-1399.
50. Suddaby, R. , Coraiola, D. , Harvey, C, Foster, W. (2019). History and the micro foundations of dynamic capabilities. SMJ, 41:530–556.
50. Schulze, A., and Brusoni, S. (2022). How dynamic capabilities change ordinary capabilities: reconnecting control and problem-solving. SMJ.

Session 9         Exploration and Exploitation

50. March, J. G. (1991). Exploration and exploitation in organizational learning. OS, 2: 71-87.
50. He, Z., & Wong, P. (2004). Exploration vs. exploitation: An empirical test of ambidexterity Hypothesis. OS, 15: 481-494.
50. Cao, Q., Gedajlovic, E., & Zhang, H. (2009). Unpacking organizational ambidexterity: Dimensions, contingencies, and synergistic effects. OS, 20(4), 781–796.
50. Luger, J., Raisch, S., & Schimmer, M. (2018). Dynamic balancing of exploration and exploitation: The contingent benefits of ambidexterity. OS, 29(3), 449–470.
50. Kang, J. and Kim, SJ. (2020). Performance implications of incremental transition and discontinuous jump between exploration and exploitation. SMJ. 41:1083–1111.
50. Stagni, R.M., Fosfuri, A., and Santalo, J. (2021) A bird in the hand is worth two in the bush: Technology search strategies and competition due to import penetration. SMJ, 42:1516-1544.

Session 10              Two/Multiple-sided Market and Platform

50. Rochet, J. & Tirole, J. (2003). Platform Competition in Two-Sided Markets” Journal of the European Economic Association, 1(4): 990-1029.
50. Parket, G & Van Alstyne, M. (2005). Two-Sided Network Effects: a Theory of Information Product Design. MS, 51: 1494-1504.
50. Afuah A. (2013). Are network effects really about size? The role of structure and conduct. SMJ, 34: 257–273.
50. Mcintyre, D.P. and Srinivasan, A. (2017). Network, platforms, and strategy: emerging views and next steps. SMJ, 38: 141-160.
50. Teece, D.J. (2018). Profiting from innovation in the digital economy: enabling technologies, standards, and licensing models in the wireless world. RP, 47:1367-1387.
50. O’Mahoney, S., and Karp, R. (2022). From proprietary to collective governance: How do platform participation strategies evolve? SMJ.43:530–562.

Session 11         Platform Strategy：Entry and Deter-entry

50. Eisenmann, T., Parker, G., & Van Alstyne M. (2011). Platform Envelopment. SMJ, 32: 1270-1285.
50. Cennamo, C. and Santalo, S. (2013). Platform competition: strategic trade-offs in platform markets. SMJ, 34: 1331–1350.
50. Seamans, R., & Zhu, F. (2014). Responses to entry in multi-sided markets: The impact of craigslist on local newspapers. MS, 60(2), 476–493.
50. Zhu, F, Liu, Q. (2018). Competing with complementors: An empirical look at Amazon.com. SMJ. 39:2618–2642
50. Wang, R.D., Miller, C.D. (2020). Complementors' engagement ecosystem: A study of publishers' e-book offerings on Amazon Kindle. SMJ, 41:3–26.
50. Wen, W., and Zhu, F. (2019). Threat of platform-owner entry and complementor responses: Evidence from the mobile app market. SMJ, 40: 1336-1367.

Session 12         Platform Strategy：Governance and Design

50. Barlow, M. A., Verhaal, J.C., and Angus, R.W. (2019). Optimal distinctiveness, strategic categorization, and product market entry on the Google Play app platform. SMJ. 20(8):
50. Taeuscher, K., and Rothe, H., (2021). Optimal distinctiveness in platform market: Leveraging complementors as legitimacy buffers. SMJ, 42:435-461.
50. Dushnitsky, G., Piva E., Rossi-Lamastra, C. (2020). Investigating the mix of strategic choices and performance of transaction platforms: Evidence from the crowdfunding setting. SMJ,1–36.
50. Zhang, Y., Li, J., Tong, T.W. (2020). Platform governance matters: How platform gatekeeping affects knowledge sharing among complementors. SMJ. 1-28.
50. Park, K.F., and Seamans, R., and Zhu, F. (2021). Homing and platform responses to entry: Historical evidence from the U.S. newspaper industry. SMJ. 42:684-709.

Session 13         Platform Ecosystem

50. Adner, R. and Kapoor,  R. (2010). Value creation in innovation ecosystems: how the structure of technological inter- dependence affects firm performance in new technology generations. SMJ, 31: 306 – 333.
50. Jacobides, M.G., Cennamo, C., and Gawer A. (2018). Towards a theory of ecosystems. SMJ, 39:2255–2276.
50. Dattee, B., Alexy, O., and Autio, E., (2018). Maneuvering in poor visibility: How firm play the Ecosystem game when uncertainty is high. AMJ, 61(2), 466-498.
50. Ganco, M., Kapoor, R., and Lee, G. (2020). From rugged landscapes to rugged ecosystems: Structure of interdependencies and firm’s innovative search. AMR, 45(3), 646-674.
50. Kretshmer, T., Leiponen, A., Schilling, M., Vasudeve, G. (2021). Platform ecosystems as meta-organization: implications for platform strategies. SMJ. 1-20.
50. Stonig, J., Schmid, T., Muller, G., (2022). From product system to ecosystem: How firms adapt to provide an integrated value proposition. SMJ. 1-37

Session 14         Ecosystem Structure and Evolution

50. Hannah, D.P., and Eisenhardt, K.M. (2018). How firms navigate cooperation and competition in nascent ecosystems. SMJ. 39:3163–3192.
50. Miller, C. D., & Toh, P. K. (2020). Complementary components and returns from coordination within ecosystems via standard setting. SMJ, 43:627–662.
50. Burford, N., Shipilov, A. V., & Furr, N. R. (2021). How ecosystem structure affects firm performance in response to a negative shock to interdependencies. SMJ.43(1), 30–57.
50. Jones, S.L., Leiponen. A., Vasudeva, G. (2021). The evolution of cooperation in the face of conflict: Evidence from the innovation ecosystem for mobile telecom standards development. SMJ.42:710–740

Session 15~16:   Presentaions and Field Study

特別注意：本課程除第一週是星期四晚上上課外，第二週開始改至星期一晚上18:30開始