This paper develops and analyzes a model of competition between platforms in an industry with indirect network effects, with a specific focus on complementary product exclusivity. The objective is to understand the determinants of exclusivity and explore its effects on competition. We find that...

This paper develops and analyzes a model of competition between platforms in an industry with indirect network effects, with a specific focus on complementary product exclusivity. The objective is to understand the conditions under which complement exclusivity can be observed and analyze the...

We model the bilateral threat of entry between firms in two industries, which is characteristic of a number of IT industries. An endogenous choice of product scope by firms in each industry affects both the extent of product differentiation for incumbent oligopolists as well as the fixed costs...

The incorporation of digital technologies into the products of diverse industries, accompaniedby a shift to von-Neumann-like platform architectures, while resulting in substantially more valuableand flexible products, also leads to increased substitutability across previously distinct markets....

We model an oligopolistic technology market in which firms endogenously choose product scope,fixed costs are affected by exogenous technological progress, and there may be threat of entry. Ouranalysis shows that equilibrium outcomes involve substantial overinvestment in product scope,which...

Information technology industries are often characterized by fluid boundaries, wherein firms do not compete merely with others within their own industry, but face a competitive threat from companies in other adjacent industries. This is often driven by a change over time in the scope of...

This paper studies competition in the presence of digital convergence, a phenomenon that has been observed in a variety of information technology industries: handheld computing, telecommunications, consumer electronics, networking, residential broadband and broadcast video, among others. Digital...