How much do yourco-opetitors' capabilities matter in the face of technological change?
研究了技术变革使合作竞争者（供应商、客户、互补者）的能力过时如何影响企业绩效，基于计算机工作站制造商采用RISC技术的数据，证明资源存在于网络中而非仅在企业内部。
Firms often lose their competitive advantage when a technological change renders their existing capabilities obsolete. An important question that has received little or no attention is, what happens to these firms’ competitive advantage when the technological change instead renders obsolete the capabilities of their co-opetitors—the suppliers, customers, and complementors whose very success may underpin that of the firm and with whom it must collaborate and compete. This paper explores the effects on a firm of the impact of a technological change on its co-opetitors. It argues that a firm’s post-technological change performance decreases with the extent to which the technological change renders co-opetitors’ capabilities obsolete. It uses detailed data on the adoption of RISC (Reduced Instruction Set Computer) technology by computer workstation makers to demonstrate the need to view resources as residing in a network and not in the firm alone. Copyright © 2000 John Wiley & Sons, Ltd.