What Is the Theory of Your Firm? – Harvard Business Review

What Is the Theory of Your Firm? – Harvard Business Review, June 2013 Edition: “If asked to define strategy, most executives would probably come up with something like this: Strategy involves discovering and targeting attractive markets and then crafting positions that deliver sustained competitive advantage in them.”

Key points: your corporate theory should be assessed against the three “sights”: Foresight, Insight and Cross-sight.

  1. Foresight: you understand what the customers want.
  2. Insight: you know what can me the difference internally (assets and activities).
  3. Cross-sight: You look into complementarity outside your current business for potential value creation.

The author is Todd Zenger. He uses the cases of the Walt Disney Company, Apple and Mittal Steel as good examples. He highlights AT&T as an example of a company that could not get its strategy together.

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伊藤洋一 //「激変の予兆か?マイクロソフトが断念した日」(第137回)

5月3日、米マイクロソフトが米ヤフーの買収を断念すると発表した。最終的な買収金額が折り合わなかったことが原因だが、また別の理由があるとも言われている。そもそもマイクロソフトがヤフー買収を試みたのはなぜか。買収とその断念にいたる真の理由、そして今後のネット、IT社会の行方を伊藤洋一が解説する。

(from 伊藤洋一のビジネストレンド)

In this podcast, Itoh Youichi analyzes the Microsoft-Yahoo! deal.

Microsoft + Yahoo! > Google?

no way. Even for Search.

So when we speak about SAAS and PAAS. Really, where is the added value?