Constructing competitive advantage: the role of firm–constituent interactions
整合经济与认知视角,提出竞争优势是企业与利益相关者通过资源交换、沟通和解释共同构建的系统性结果,并用IBM在1980年代计算机行业的案例说明这一动态过程。
Current models of competitive advantage emphasize economic factors as explanations for a firm’s success but ignore sociocognitive factors. This paper integrates economic and cognitive perspectives, and shows how firms and constituents jointly construct the environments in which firms compete. We argue that competitive advantage is a systemic outcome that develops as firms and constituents participate in six processes that entail, not only use and exchange of resources, but also communication about and interpretations of those exchanges. The interpretations that firms and constituents make of competitive interactions affect decisions about how to exchange and use resources. As interpretations and evaluations of a given firm fluctuate, so do the resources the firm has access to and its competitive advantage in the marketplace. The actions and interpretations of constituents and rivals produce the shifting terrain on which competition unfolds. We illustrate these dynamics with a discussion of IBM’s changing competitive advantage in the computer industry in the 1980s. Copyright © 1999 John Wiley & Sons, Ltd.