Redefining industry structure for the information age
探讨信息时代竞争基础的变化，提出信息的可分离性和专有性两个战略特征，并重新定义行业结构的边界、集中度、相关多元化和创新。
We are entering a new competitive age in which the basis of competition is being fundamentally altered through the introduction of advanced information technologies and public communication infrastructures, such as the Internet. In these environments, the nature and locus of competition will radically alter, as information becomes an increasingly important resource. This paper develops ideas around the strategic characteristics of information—information separability and information specificity. Moreover, it attempts to redefine the nature of industry structure in such a competitive environment by examining what constitutes the real boundaries of competition, industry concentration, related diversification, and innovation for firms competing in the Information Age. © 1998 John Wiley & Sons, Ltd.