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Estimating the Innovator’s Dilemma: Structural Analysis of Creative Destruction in the Hard Disk Drive Industry, 1981–1998

Citations

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Cited by:

  1. Jeffrey T. Macher & Nathan H. Miller & Matthew Osborne, 2021. "Finding Mr. Schumpeter: technology adoption in the cement industry," RAND Journal of Economics, RAND Corporation, vol. 52(1), pages 78-99, March.
  2. Xiaoqin Wu & Zhijun Hu, 2025. "Strategic capacity investment under demand ambiguity with creative destruction," Mathematical Methods of Operations Research, Springer;Gesellschaft für Operations Research (GOR);Nederlands Genootschap voor Besliskunde (NGB), vol. 101(2), pages 259-303, April.
  3. Dawid, Herbert & Keoula, Michel Y. & Kopel, Michael & Kort, Peter M., 2023. "Dynamic investment strategies and leadership in product innovation," European Journal of Operational Research, Elsevier, vol. 306(1), pages 431-447.
  4. Victor Aguirregabiria, 2021. "Identification of firms’ beliefs in structural models of market competition," Canadian Journal of Economics/Revue canadienne d'économique, John Wiley & Sons, vol. 54(1), pages 5-33, February.
  5. Ryosuke Ishii & Kuninori Nakagawa, 2019. "Government Expenditure on Research Plans and their Diversity," Papers 1908.08786, arXiv.org.
  6. Ohki, Kazuyoshi, 2023. "Disruptive innovation by heterogeneous incumbents and economic growth: When do incumbents switch to new technology?," Journal of Mathematical Economics, Elsevier, vol. 107(C).
  7. Myrto Kalouptsidi & Paul T. Scott & Eduardo Souza‐Rodrigues, 2021. "Identification of counterfactuals in dynamic discrete choice models," Quantitative Economics, Econometric Society, vol. 12(2), pages 351-403, May.
  8. Victor Aguirregabiria & Allan Collard-Wexler & Stephen P. Ryan, 2021. "Dynamic Games in Empirical Industrial Organization," Papers 2109.01725, arXiv.org, revised Sep 2021.
  9. Marc Bourreau & Yutec Sun, 2022. "Competition and Quality: Evidence from the Entry of Mobile Network Service," Working Papers 22-04, NET Institute.
  10. Jay Lu & Yao Luo & Kota Saito & Yi Xin, 2024. "Did Harold Zuercher Have Time-Separable Preferences?," Papers 2406.07809, arXiv.org.
  11. Jeff Thurk, 2018. "Outsourcing, Firm Innovation, and Industry Dynamics in the Production of Semiconductors," 2018 Meeting Papers 1265, Society for Economic Dynamics.
  12. Takeshi Fukasawa, 2025. "When do firms sell high durability products? The case of light bulb industry," Papers 2503.23792, arXiv.org, revised May 2025.
  13. Miller, Nathan H., 2025. "Industrial organization and The Rise of Market Power," International Journal of Industrial Organization, Elsevier, vol. 98(C).
  14. Das, Kaustav & Klein, Nicolas & Schmid, Katharina, 2024. "Strategic experimentation with asymmetric safe options," Economics Letters, Elsevier, vol. 239(C).
  15. Maximilian Blesch & Philipp Eisenhauer, 2023. "Robust Decision-Making under Risk and Ambiguity," Rationality and Competition Discussion Paper Series 463, CRC TRR 190 Rationality and Competition.
  16. Takeshi Fukasawa, 2024. "Fast and simple inner-loop algorithms of static / dynamic BLP estimations," Papers 2404.04494, arXiv.org, revised Apr 2025.
  17. Mitsuru Igami & Takuo Sugaya, 2022. "Measuring the Incentive to Collude: The Vitamin Cartels, 1990–99," The Review of Economic Studies, Review of Economic Studies Ltd, vol. 89(3), pages 1460-1494.
  18. Mitsuru Igami & Jai Subrahmanyam, 2019. "Patent Statistics as an Innovation Indicator? Evidence from The Hard Disk Drive Industry," The Japanese Economic Review, Springer, vol. 70(3), pages 308-330, September.
  19. Jihye Jeon, 2022. "Learning and investment under demand uncertainty in container shipping," RAND Journal of Economics, RAND Corporation, vol. 53(1), pages 226-259, March.
  20. Makoto NIREI & Koki OIKAWA & Masahiro OROKU, 2024. "Economic Growth through Basic Research by Firms: A science linkage approach," Discussion papers 24013, Research Institute of Economy, Trade and Industry (RIETI).
  21. Ron N. Borkovsky & Avi Goldfarb & Avery M. Haviv & Sridhar Moorthy, 2017. "Measuring and Understanding Brand Value in a Dynamic Model of Brand Management," Marketing Science, INFORMS, vol. 36(4), pages 471-499, July.
  22. Shanjun Li & Xianglei Zhu & Yiding Ma & Fan Zhang & Hui Zhou, 2022. "The Role of Government in the Market for Electric Vehicles: Evidence from China," Journal of Policy Analysis and Management, John Wiley & Sons, Ltd., vol. 41(2), pages 450-485, March.
  23. Yokoyama, Kazuki, 2023. "Trinity for Innovation: the Case of Tokyo Rope in the Meiji Era," MPRA Paper 119536, University Library of Munich, Germany.
  24. Joshua S. Gans, 2024. "Internal Disagreement and Disruptive Technologies," Strategy Science, INFORMS, vol. 9(3), pages 267-276, September.
  25. Ulrich Doraszelski & Kenneth L. Judd, 2019. "Dynamic stochastic games with random moves," Quantitative Marketing and Economics (QME), Springer, vol. 17(1), pages 59-79, March.
  26. Zhaohui (Zoey) Jiang & Yan Huang & Damian R. Beil, 2022. "The Role of Feedback in Dynamic Crowdsourcing Contests: A Structural Empirical Analysis," Management Science, INFORMS, vol. 68(7), pages 4858-4877, July.
  27. Takayuki Nagato, 2024. "Designing a Tax System that Encourages Innovation in Start-ups," Public Policy Review, Policy Research Institute, Ministry of Finance Japan, vol. 20(1), pages 1-33, February.
  28. Sasaki, Yuya & Takahashi, Yuya & Xin, Yi & Hu, Yingyao, 2023. "Dynamic discrete choice models with incomplete data: Sharp identification," Journal of Econometrics, Elsevier, vol. 236(1).
  29. Pin Gao & Xiaoshuai Fan & Yangguang Huang & Ying-Ju Chen, 2022. "Resource Allocation Among Competing Innovators," Management Science, INFORMS, vol. 68(8), pages 6059-6074, August.
  30. Yanyou Chen & Daniel Yi Xu, 2023. "A Structural Empirical Model of R&D, Firm Heterogeneity, and Industry Evolution," Journal of Industrial Economics, Wiley Blackwell, vol. 71(2), pages 323-353, June.
  31. Keishun Suzuki, 2020. "Competition, patent protection, and innovation with heterogeneous firms in an endogenous market structure," Journal of Public Economic Theory, Association for Public Economic Theory, vol. 22(3), pages 729-750, June.
  32. Janssen, Aljoscha, 2022. "Innovation Begets Innovation and Concentration: The Case of Upstream Oil & Gas in the North Sea," Working Paper Series 1431, Research Institute of Industrial Economics.
  33. Götz, Georg & Ederington, Josh, 2017. "Leapfrogging: Time of Entry and Firm Productivity," VfS Annual Conference 2017 (Vienna): Alternative Structures for Money and Banking 168126, Verein für Socialpolitik / German Economic Association.
  34. Barton H. Hamilton & Andrés Hincapié & Robert A. Miller & Nicholas W. Papageorge, 2021. "Innovation And Diffusion Of Medical Treatment," International Economic Review, Department of Economics, University of Pennsylvania and Osaka University Institute of Social and Economic Research Association, vol. 62(3), pages 953-1009, August.
  35. Kishimoto, Shin & Suzuki, Keishun, 2021. "Growth and Welfare Effects of Interventions in Patent Licensing Negotiations," MPRA Paper 108009, University Library of Munich, Germany.
  36. Michele Fioretti & Alessandro Iaria & Aljoscha Janssen & Cl'ement Mazet-Sonilhac & Robert K. Perrons, 2022. "Sovereign Hold-Up and Technology Adoption: Evidence from the North Sea," Papers 2205.13186, arXiv.org, revised Feb 2026.
  37. Fukasawa, Takeshi, 2025. "Jacobian-free Efficient Pseudo-Likelihood (EPL) algorithm," Economics Letters, Elsevier, vol. 247(C).
  38. Todd D. Gerarden, 2023. "Demanding Innovation: The Impact of Consumer Subsidies on Solar Panel Production Costs," Management Science, INFORMS, vol. 69(12), pages 7799-7820, December.
  39. Suzuki, Keishun, 2020. "Patent Puzzle, Inflation, and Internal Financial Constraint," MPRA Paper 101937, University Library of Munich, Germany.
  40. Gezer, Serhat, 2019. "Delaying product introduction: A dynamic analysis with endogenous time horizon," Journal of Economic Dynamics and Control, Elsevier, vol. 102(C), pages 96-114.
  41. Anup Srivastava, 2019. "Improving the measures of real earnings management," Review of Accounting Studies, Springer, vol. 24(4), pages 1277-1316, December.
  42. Ilya Morozov, 2023. "Measuring Benefits from New Products in Markets with Information Frictions," Management Science, INFORMS, vol. 69(11), pages 6988-7008, November.
  43. Tang, Xudong & Wang, Lin, 2024. "When your friend takes a fall: Spillovers of patent infringement lawsuits on firm innovation via cross-owners," Economic Modelling, Elsevier, vol. 131(C).
  44. Takeshi Fukasawa, 2024. "Jacobian-free Efficient Pseudo-Likelihood (EPL) Algorithm," Papers 2410.20029, arXiv.org.
  45. El Hadi Caoui, 2019. "Estimating the Costs of Standardization: Evidence from the Movie Industry," CESifo Working Paper Series 8040, CESifo.
  46. Sears, Louis S. & Lawell, C.Y. Cynthia Lin & Torres, Gerald & Walter, M. Todd, 2022. "Moment-based Markov Equilibrium Estimation of High-Dimension Dynamic Games: An Application to Groundwater Management in California," 2022 Annual Meeting, July 31-August 2, Anaheim, California 322187, Agricultural and Applied Economics Association.
  47. Suzuki, Keishun, 2019. "Corporate Tax Cuts and Economic Growth," MPRA Paper 97829, University Library of Munich, Germany.
  48. Sugimoto, Kota, 2021. "Ownership versus legal unbundling of electricity transmission network: Evidence from renewable energy investment in Germany," Energy Economics, Elsevier, vol. 99(C).
  49. Daniel Björkegren, 2022. "Competition in network industries: Evidence from the Rwandan mobile phone network," RAND Journal of Economics, RAND Corporation, vol. 53(1), pages 200-225, March.
  50. Michele Fioretti & Alessandro Iaria & Aljoscha Janssen & Robert K Perrons & Clément Mazet-Sonilhac, 2022. "Innovation Begets Innovation and Concentration: the Case of Upstream Oil & Gas in the North Sea," Working Papers hal-03791971, HAL.
  51. Hu, Muhan & Ma, Linxiang, 2026. "Competition and the value of innovation," Journal of Corporate Finance, Elsevier, vol. 96(C).
  52. Victor Aguirregabiria & Margaret Slade, 2017. "Empirical models of firms and industries," Canadian Journal of Economics, Canadian Economics Association, vol. 50(5), pages 1445-1488, December.
  53. Fontana, Roberto & Zirulia, Lorenzo, 2023. "How far from the tree does the (good) apple fall? Spinout creation and the survival of high-tech firms," Journal of Economic Behavior & Organization, Elsevier, vol. 213(C), pages 26-49.
  54. Kalouptsidi, Myrto & Souza-Rodrigues, Eduardo & Scott, Paul, 2017. "Identification of Counterfactuals in Dynamic Discrete Choice Models," CEPR Discussion Papers 12470, C.E.P.R. Discussion Papers.
  55. Chenyu Yang, 2020. "Vertical structure and innovation: A study of the SoC and smartphone industries," RAND Journal of Economics, RAND Corporation, vol. 51(3), pages 739-785, September.
  56. Yue Liu & Rong Luo, 2023. "Network Effects and Multinetwork Sellers’ Dynamic Pricing in the U.S. Smartphone Market," Management Science, INFORMS, vol. 69(6), pages 3297-3318, June.
  57. Etro, Federico, 2017. "Research in economics and macroeconomics," Research in Economics, Elsevier, vol. 71(3), pages 373-383.
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