EXPLORING THE LIMITS OF THE TECHNOLOGY S‐CURVE. PART II: ARCHITECTURAL TECHNOLOGIES

This is the second of two papers in which I use information from the technological history of the disk drive industry to examine the usefulness of the S‐curve framework for managers at the firm level in planning for new technology development. In this article I show that it is in architectural, rather than component innovation, that entrant firms exhibit an attacker's advantage. A conventionally drawn sequence of intersecting S‐curves is a...