Contents Preface Chapter l Competitive Strategy: The Core Concepts THE STRUCTURAL ANALYSlS OF INDUSTRlES Industry Structure and Buyer Needs Industry Structure and the Supply/Demand Balance GENERlC COMPETlTlVE STRATEGlES Cost Leadership Differentiation Focus Stuck in the Middle Pursuit ofMore Than One Generic Strategy Sustainability Generic Strategies and industry Evolution Generic Strategies and Organizational Structure Generic Strategies and the Strategic Planning Process OVERVlEW OF THlS BOOK PART l PRlNClPLES OF COMPETlTlVE ADVANTAGE Chapter 2 The Value Chain and Competitive Advantage THE VALUE CHAlN Identifying Value Activities Defining the Value Chain Linkages within The Value Chain Vertical Linkages The Buyer's Value Chain COMPETlTlVE SCOPE AND THE VALUE CHAlN Segment Scope Vertical Scope Geographic Scope industry Scope Coalitions and Scope Competitive Scope and Business Definition The Value Chain and industry Structure THE VALUE CHAlN AND ORGANlZATlONAL STRUCTURE Chapter 3 Cost Advantage THE VALUE CHAlN AND COST ANALYSlS Defining the Value Chain for Cost Analysis Assigning Costs and Assets First Cut Analysis of Costs COST BEHAVlOR Cost Drivers The Cost of Purchased inputs Segment Cost Behavior Cost Dynamics COST ADVANTAGE Determining the Relative Cost of Competitors Gaining Cost Advantage Sustainability of Cost Advantage Implementation and Cost Advantage Pitfalls in Cost Leadership Strategies STEPS IN STRATEGlC COST ANALYSlS Chapter 4 Differentiation SOURCES OF DlFFERENTlATlON Differentiation and The Value Chain Drivers of Uniqueness THE COST OF DlFFERENTlATlON BUYER VALUE AND DlFFERENTlATlON Buyer Value The Value Chain and Buyer Value Lowering Buyer Cost Raising Buyer Performance Buyer Perception of Value Buyer Value and the Real Buyer Buyer Purchase Criteria identifying Purchase Criteria DlFFERENTlATlON STRATEGY Routes to Differentiation The Sustainability of Differentiation Pitfalls in Differentiation STEPS IN DlFFERENTlATlON Chapter 5 Technology and Competitive Advantage TECHNOLOGY AND COMPETlTlON Technology and The Value Chain Technology and Competitive Advantage Technology and industry Structure TECHNOLOGY STRATEGY The Choice of Technologies to Develop Technological Leadership or Followership Licensing of Technology TECHNOLOGlCAL EvOLUTlON Continuous Versus Discontinuous Technological Evolution Forecasting Technological Evolution FORMULATlNG TECHNOLOGlCAL STRATEGY Chapter 6 Competitor Selection THE STRATEGlC BENEFlTS OF COMPETlTORS Increasing Competitive Advantage Improving Current industry Structure Aiding Market Development Deterring Entry WHAT MAKES A "GOOD" COMPETlTOR? Tests ofa Good Competitor "Gopd" Market Leaders Diagnosing Good Competitors INFLUENClNG THE PATTERN OF COMPETlTORS Damaging Good Competitors in Battling Bad Ones Changing Bad Competitors into Good Ones THE OPTlMAL MARKET CONFlGURATlON The Optimal Competitor Configuration Maintaining Competitor Viability Moving toward the ideal Competitor Configuration Maintaining industry Stability PlTFALLS IN COMPETlTOR SELECTlON PART ll COMPETlTlVE SCOPE WlTHlN AN INDUSTRY Chapter 7 Industry Segmentation and Competitive Advantage BASES FOR INDUSTRY SEGMENTATlON Stmctural Bases For Segmentation Segmentation Variables Finding New Segments THE INDUSTRY SEGMENTATlON MATRlX Relationships Among Segmentation Variables Combining Segmentation Matrices INDUSTRY SEGMENTATlON AND COMPETlTlVE STRATEGY The Attractiveness ofa Segment Segment interrelationships Segment interrelationships and Broadly-Targeted Strategies The Choice of Focus The Feasibility of New Segments to Focus On The Sustainability ofa Focus Strategy Pitfalls and Opportunities for Focusers and Broadly-Targeted Competitors INDUSTRY SEGMENTATlON AND INDUSTRY DEFlNlTlON Chapter 8 Substitution IDENTlFYlNG SUBSTlTUTES THE ECONOMlCS OF SUBSTlTUTlON Relative Value/Price Switching Costs Buyer Propensity to Substitute Segmentation and Substitution CHANGES IN THE SUBSTlTUTlON THREAT Substitution and Overall industry Demand Substitution and industry Structure THE PATH OF SUBSTlTUTION Segmentation and the Substitution Path Substitution Forecasting Models SUBSTlTUTlON AND COMPETlTlVE STRATEGY Promoting Substitution Defense Against Substitutes Industry Versus Firm Substitution Strategy Pitfalls in Strategy Against Substitutes PART lll CORPORATE STRATEGY AND COMPETlTlVE ADVANTAGE Chapter 9 Interrelationships among Business Units THE GROWlNG IMPORTANCE OF HORlZONTAL STRATEGY INTERRELATlONSHlPS AMONG BUSlNESS UNlTS TANGlBLE INTERRELATlONSHlPS Sharing and Competitive Advantage The Costs ofSharing Difficulty of Matching Identifying Tangible interrelationships INTANGlBLE INTERRELATlONSHlPS COMPETlTOR INTERRELATlONSHlPS Multipoint Competitors in Unrelated industries Multipoint Competition in Related industries Competitors with Different Patterns of interrelationships Forecasting Potential Competitors Chapter lO Horizontal Strategy THE NEED FOR ExPLlClT HORlZONTAL STRATEGY Formulating Horizontal Strategy INTERRELATlONSHlPS AND DlVERSlFlCATlON STRATEGY Diversification Based on Tangible interrelationships Diversification Through Beachheads Diversification and Corporate Resources PlTFALLS IN HORlZONTAL STRATEGY Pitfalls in ignoring interrelationships Pitfalls in Pursuing interrelationships Chapter ll Achieving Interrelationships IMPEDlMENTS TO ACHlEVlNG INTERRELATlONSHlPS Sources of impediments interrelationships and Equity Differences in impediments among Firms ORGANlZATlONAL MECHANISMS FOR ACHlEVlNG INTERRELATlONSHlPS Horizontal Structure Horizontal Systems Horizontal Human Resource Practices Horizontal Conflict Resolution Processes The Corporate Role in Facilitating interrelationships interrelationships and the Mode of Diversification MANAGlNG HORlZONTAL ORGANlZATlON Promising Examples Japanese Firms and interrelationships A New Organizational Form Chapter 12 Complementary Products and Competitive Advantage CONTROL OVER COMPLEMENTARY PRODUCTS Competitive Advantages From Controlling Complements Problems of Controlling Complements Control Over Complements and industry Evolution identifying Strategically important Complements BUNDLlNG Competitive Advantages of Bundling Risks of Bundling Bundled Versus, Unbundled Strategies Bundling and industry Evolution Strategic implications of Bundling CROSS SUBSlDlZATlON Conditions Favoring Cross Subsidization Risks of Cross Subsidization Cross Subsidization and industry Evolution Strategic implications of Cross Subsidization COMPLEMENTS AND COMPETlTlVE STRATEGY PART iV iMPLlCATlONS FOR OFFENSlVE AND DEFENSlVE COMPETlTlVE STRATEGY Chapter 13 Industry Scenarios and Competitive Strategy under Uncertainty Scenarios as a Planning Tool industry Scenarios CONSTRUCTlNG INDUSTRY SCENARlOS identifying industry Uncertainties independent Versus Dependent Uncertainties identifying a Set of Scenarios Consistency of Assumptions Analyzing Scenarios introducing Competitor Behavior into Scenarios The Number of Scenarios To Analyze Attaching Probabilities to Scenarios Summary Characteristics of industry Scenarios INDUSTRY SCENARlOS AND COMPETlTlVE STRATEGY Strategic Approaches Under Scenarios Combined and Sequenced Strategies The Choice ofStrategy Under industry Scenarios Scenario Variables and Market intelligence SCENARlOS AND THE PLANNlNG PROCESS Corporate Role in Constructing industry Scenarios industry Scenarios and Creativity Chapter 14 Defensive Strategy THE PROCESS OF ENTRY OR REPOSlTlONlNG DEFENSlVE TACTlCS Raising Structural Barriers increasing Expected Retaliation Lowering the inducement for Attack EVALUATlNG DEFENSlVE TACTlCS DEFENSlVE STRATEGY Deterrence Response Response to Price Cutting Defense or Disinvest Pitfalls in Defense Chapter 15 Attacking an Industry Leader CONDlTlONS FOR ATTACKlNG A LEADER AVENUES FOR ATTACKlNG LEADERS Reconfiguration Redefinition Pure Spending Alliances To Attack Leaders IMPEDlMENTS TO LEADER RETALlATlON SlGNALS OF LEADER VULNERABlLlTY Industry Signals Leader Signals ATTACKlNG LEADERS AND INDUSTRY STRUCTURE Bibliography Index
以下为对购买帮助不大的评价