This course explores the unique aspects of creating effective management and investment strategies for technology-intensive businesses. What are effective strategies for winning in markets with strong network effects? How should firms go about commercializing highly uncertain, science-based technologies? How can technology be leveraged to build (multi-sided) platforms? How can firms create and capture the value from intellectual property assets? How can they sustain value despite wide-spread imitation and convergence with substitute technologies?
The course provides a series of useful concepts and frameworks which students can directly apply to strategic and investment problems they may encounter post-graduation. Throughout the course, there will be a heavy emphasis on going from concepts and market analysis all the way to the formulation of concrete strategies.
Industries covered include: consumer electronics (smartphones, videogame consoles, PCs, tablets), software (operating systems, virtualization, cloud services), Internet-based businesses (e-commerce, online video, social networking, browsers, app stores), semi-conductors, intellectual property, mobile communications, biotechnology, electronic ink, and mobile payment systems.