An examination into the causal logic of rent generation: contrasting Porter's competitive strategy framework and the resource‐based perspective
研究对比了波特的竞争战略框架和资源基础观，发现行业因素和企业特定因素都重要，但影响绩效的不同维度：行业力量影响市场绩效和盈利能力，企业资产通过市场绩效间接影响盈利能力。
Abstract In this study we revisit some fundamental questions that are increasingly at the heart of current strategic management discourse regarding the relative impact of industry and firm‐specific factors on sustainable competitive advantage. We explore this issue by referring to respective assertions of two major perspectives that dominate the literature over the last two decades: the Porter framework of competitive strategy and the more recent resource‐based view of the firm. A composite model is proposed which elaborates upon both perspectives' divergent causal logic with respect to the conditions relevant for firm success. Empirical findings suggest that industry and firm specific effects are both important but explain different dimensions of performance. Where industry forces influence market performance and profitability, firm assets act upon accomplishments in the market arena (i.e., market performance), and via the latter, to profitability. The paper concludes with directions for future research that will seek to integrate both content and process aspects of firm behavior. Copyright © 2001 John Wiley & Sons, Ltd.