Cognitive Dynamics of Capability Development Paths
通过对三家网络安全软件公司的纵向案例研究，揭示了管理认知在三个能力发展层次（运营能力、能力组合、扩展企业）上的不同作用，为理解认知如何塑造能力演化路径提供了新证据。
abstract Recent research on capability dynamics has increasingly turned its attention to the cognitive microfoundations of capability development. On the basis of a longitudinal case study of the evolution of three network security software firms, we find that the effects of managerial cognition can be detected at three distinct levels of capability development. At the level of operational capabilities, instrumental cognition affects the way in which capabilities are developed. At the level of a firm's capability portfolio, shifts in management's attention regarding capability development cause different evolutionary paths to emerge. Finally, at the extended enterprise level, managerial foresight influences the way in which a firm's capability constellation morphs over time. Our findings provide novel empirical evidence and contribute to an improved understanding of the role of managerial cognition in capability development.