This assignment is sort of a "mid term" intended to capture a lot of the key learnings from how industries develop and mature. This is an individual assignment.
You will select a "category." By that we mean not a single company or product, but rather what might be considered "an industry." For instance, some categories we discuss in class are:
Note that the definition of a category is not perfectly precise, so you could pick "telephony" or "mobile telephony" and either could make sense.
You will do historical research on the category from both primary and secondary sources. Then, you will construct the following analyses and data graphics:
- Companies in the category with entry date and exit date. This is most likely a table with: company name, entry date, exit date, disposition (e.g., acquisition, bankruptcy).
- Time series of the number of companies in the category. This is most likely a line graph of total number of companies. You may want to add two more lines -- entrants and exits, as with the graphs we saw in class.
- S-curve of product performance as function of cumulative investment. As discussed in class, cumulative investment may be challenging, so do your best to estimate it. You might start with performance as a function of time, and then consider how investment may have developed over time, and then use those two estimates to construct performance as a function of cumulative investment.
- Cumulative adopters/users in the category. This is most likely a line graph.
- Description of the dominant design. This is a narrative description and/or a graphical illustration.
- Incidence of "disruption" of one technology by another in the category. If there have been several cycles of "creative destruction" you should describe them, including the dominant designs that emerged on each cycle.
Please turn in a single nicely formatted PDF document. A ppt deck saved as PDF is fine. Please submit no more than 10 pages/slides total. That is all in -- a maximum 10 page PDF file. Most of these should be graphics/exhibits/tables per the bullets above.
These analyses will be evaluated on a 24-point scale. The grading criteria are:
- Quality and completeness of the primary research supporting the analysis (e.g., did you actually identify the companies in the industry, find performance metrics, etc.)
- Care and craft in designing exhibits to display data logically and clearly.