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Stock Markets in the New Economy

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Author Info
Boyan Jovanovic (University of Chicago, NYU, and NBER)
Peter L. Rousseau () (Department of Economics, Vanderbilt University and NBER)

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Abstract

The term "new economy" has, more than anything, come to mean a technological transformation, and in particular its embodiment in the computer and the internet. These technologies are more human capital intensive than earlier ones and have probably hastened the pace of the shift in the U.S. economy towards the service industries. The new economy is also commonly associated with economic "globalization" as reflected in the expansion of trade and the integration of capital markets, but this can be viewed as much as a symptom of technological change as an independent phenomenon. Upon reflection, however, it is clear that the new economy is not entirely "new." There have always been new technologies, and each has, on the whole, demanded new skills. Technologies that have driven "new" economies of the past include steam, electricity, the internal combustion engine, antibiotics, and chemicals, and these were in turn refined in a host of smaller innovations. Here we will draw upon this rich past to see what today's new economy may hold in store. The evidence shows quite clearly that we are in the midst of a major episode of Schumpeterian-style creative destruction, something like the electrification episode 100 years ago that Paul David describes. Moreover, far more than electricity, we believe that information technology or "IT" represents an "invention in the method of inventing," as Zvi Griliches put it when describing the advent of hybridization. This means that we will probably see a wave of new products, new firms, and faster productivity growth worldwide than we saw during the 20th century.

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File URL: http://www.vanderbilt.edu/Econ/wparchive/workpaper/vu01-w18.pdf
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File Function: First version, 2001
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Paper provided by Department of Economics, Vanderbilt University in its series Working Papers with number 0118.

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Date of creation: Aug 2001
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Handle: RePEc:van:wpaper:0118

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Find related papers by JEL classification:
E44 - Macroeconomics and Monetary Economics - - Money and Interest Rates - - - Financial Markets and the Macroeconomy
O3 - Economic Development, Technological Change, and Growth - - Technological Change

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  1. Boyan Jovanovic & Peter L. Rousseau, 2001. "Why Wait? A Century of Life before IPO," American Economic Review, American Economic Association, vol. 91(2), pages 336-341, May. [Downloadable!] (restricted)
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  2. David, P.A., 1989. "Computer And Dynamo: The Modern Productivity Paradox In A Not-Too Distant Mirror," The Warwick Economics Research Paper Series (TWERPS) 339, University of Warwick, Department of Economics.
  3. Boyan Jovanovic & Peter L. Rousseau, 2000. "Vintage organization capital," Proceedings, Federal Reserve Bank of San Francisco, issue Apr. [Downloadable!]
    Other versions:
  4. Kortum, Samuel & Lerner, Josh, 1998. "Stronger protection or technological revolution: what is behind the recent surge in patenting?," Carnegie-Rochester Conference Series on Public Policy, Elsevier, vol. 48(1), pages 247-304, June. [Downloadable!] (restricted)
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  5. Boyan Jovanovic & Peter L. Rousseau, 2002. "Mergers as Reallocation," NBER Working Papers 9279, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  6. Irwin, Douglas A & Klenow, Peter J, 1994. "Learning-by-Doing Spillovers in the Semiconductor Industry," Journal of Political Economy, University of Chicago Press, vol. 102(6), pages 1200-1227, December. [Downloadable!] (restricted)
  7. Singh, Ajit, 1975. "Take-Overs, Economic Natural Selection, and the Theory of the Firm: Evidence from the Postwar United Kingdom Experience," Economic Journal, Royal Economic Society, vol. 85(339), pages 497-515, September. [Downloadable!] (restricted)
  8. Josh Lerner, 2000. "150 Years of Patent Protection," NBER Working Papers 7478, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  9. Caselli, Francesco & Coleman II, Wilbur John, 2001. "Cross-Country Technology Diffusion: The Case of Computers," CEPR Discussion Papers 2744, C.E.P.R. Discussion Papers. [Downloadable!] (restricted)
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  10. Gort, Michael, 1969. "An Economic Disturbance Theory of Mergers," The Quarterly Journal of Economics, MIT Press, vol. 83(4), pages 624-42, November. [Downloadable!] (restricted)
  11. McGowan, John J, 1971. "International Comparisons of Merger Activity," Journal of Law & Economics, University of Chicago Press, vol. 14(1), pages 233-50, April.
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