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INSEAD

Antonio BorgesGabriel Hawawini Ludo Van der Heyden

PwCBCG
Frank Brown Richard Bair
BCG Rene AbateJohn ClarkesonGeorge Stalk Olivier Tardy

Jason Hunter Ji Mi

INSEAD Subramanian
Rangan Ludo Van der Heyden
INSEAD EMBA MBA

Ron AdnerJean-Louis BarsouxBen BensaouHenri-Claude de


BettigniesMike BrimmLaurence CapronMarco CeccagnoliKarel CoolArnoud
De MeyerIngemar DierickxGareth DyasGeorge EapenPaul EvansCharlie
GalunicAnnabelle GawerJavier GimenoDominique HeauNeil JonesPhilippe
LasserreJean-Francois ManzoniJens MyerClaude MichaudDeigan Morris
Quy Nguyen-HuySubramannian RanganJonathan StoryHeinz ThanheiserLudo
Van de HeydenDavid YoundPeter Zemsky Ming Zeng

Marc Beauvois-Coladon

Francis Gouillart Gavin Fraser Wayne

MortensenBrain MarksKenneth LauYasushi ShiinaJonathan Landrey


Gabor Burt Junan JiangRalph Trombetta Shantaram
Venkatesh Miki Kawawa Volker Westermann Matt
Williamson Caroline Edwards Accenture
Mark SpelmanOmar AbboshJim Sayles Lucent

VIP
VIAT
Jong-Yong Yun
VIN

Melinda Merino

David ChampionTom StewartNan Stone Joan


Magretta INSEAD MBAPh.D
VISG

Guy
LaliberteCirqued du Soleil
1984 90
4000 20
Ringling Bros.
Barnum Bailey 100

20
3

Harrison C. White1981 Joseph Porac

Jose Antonio Rosa1996

Gary Hamel C. K. Prahalad1994


James Moore1996

Michael Porter19801985 Paul Auerbach1988

George S.Day 1997

Hamel Prahalad1994

50
SIC 1997
NAICS 10 SIC 20
5
7 6

1987
1998

Carl von Clausewitz1993

108
1.186
86
62 39 14 38
61

1-1

39%

61%

62%

38%

86%

14%

Richard A. DAveni Robert Gunther1995

Kenichi Ohmae19901995a1995b

10

11

12

20

13
20
AtariChesebrough-PondsData GeneralFluor
National Semiconductor
5 23

10

2002

11

2001

12

13

Thomas J.Peters Robert H.Waterman Jr.1982 Jim Collins Jerry Porras1994


10

14

40

15

20 70 80

2001

20 90

14

Richard T.Pascale1990

15

Richard Foster Sarah Kaplan2001

11

18802000 30 150

30

1908 T 1924

12

CNN 1980 7 24

16
17

18
19

16

Peter Drucker1985

17

Kim Mauborgne1997a1997b1997c

Gary Hamel
1998
2000
18

19

Gerard J.Tellis Peter N.Golder2002

10 10 90
13

20

21

22

20

Charles W. L. Hill1988 R. E. White1986

21

Porter19801985
Porter1996

22

14

15

12

12

12

16

23

24

13

25

13

23

Porter1996

24

25

Joe S. Bain Bain19561959

17

26

27

26

Steven P. Schnaars1994

Chris Zook2004

27

Inga S. Baird Howard Thomas1990


18

19


14

14

20

200

31
8 75
1600 25

21

21

7


Chardonnay
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22

21 1600

23

Casella

22

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yellow tail

2003 8 750
2003
45

23
1600

25

26

6.99
2001 7

24

27

25

28

26

29

27

30

31

32

33

34

4
5
6

35

NetJets 20
NetJets 500 140
25 1998
NetJets 1993 2000
30-35NetJets

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36


NetJets 16
16 50
375000
6 28

19400 10100 29
NetJets

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NetJets 70 30
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10.5 NetJets
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28
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NetJets (2004)
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30NetJets
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31
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3
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20 80
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http://www.marquisjet.com/vs/vscomm.html
38


NTT DoCoMo

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1999 2.95 2600 2003
8863 80 i-mode

39

WAP

Home
Depot
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Curves
1995 Curves

40

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41

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20 70

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43

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45


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10
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48

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1993
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10 2002 10 Economist Intelligence Unit


30

49

Borders B&N

6 Borders B&N
1070 Virgin Entertainment
CDDyson
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50

Body Shop
Body Shop

QB QB
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1996 5.7 2002 350
2013 1000
QB
1

30005000 2745
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51

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34

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tandas 10 100
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tandas
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53

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54

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19
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55

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56

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35
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57

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IT

2000
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1998 VIP

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69

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12 12

71

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72

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73

5-1

74

Pret A Manger 1988

75

46

90

130 2500
2002 1
33%

76

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1964

19952000
60% 20%

77

825

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18%

33 28.3

1993

78

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79

52 20

52

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F-22 AV-8B
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81

82

6-1

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84

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90

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93

T
21 4 60%

94

30%

75
40

150 51

95


50 150
2
SAP
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SAP Capgemini
Accenture

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80
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IBM

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Net-Jets

96

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97

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14%

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98


13%

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99

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i
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102

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103

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105

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106

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107

1893 Duryea

1500

Woodrow Wilson

1908 500
T
T
1908 T 850
609 1924 T
290 400
1909 T

108

T 21 4 60%

T 1908 9% 1921
60% 1923 T T
T

1924
GM

Alfred Sloan

1926-1950
200 700 20%
50% 50% 20%

90%

109

70

80 40

1984

15
90 SUV

110

SUV
SUV

1998
SUV 750 820

1890 Herman Hollerith

TMC

TMC
1911 CTR

111

1914 CTR
Thomas Watson

CTR
CTR 20
85%1924 CTR
IBM

1952 Remington Rand


UNIVACUNIVAC
IBM
IBM

1953 IBM 650


650
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1952 4.12 1959 11.6

IBM 1964 IBM360 360

112


1969 IBM

IBM

6070 IBMDEC
Sperry
1978
Apple Computer, Inc II

MITS Micro Instrumentation and Telemetry Systems


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MITS
256

DEC Ken Olsen

II

T II
20 500

113

1980 20 72.4 18
1981 20 140
30
IBM 1982

IBM
20
1983 IBM
130

IBM650
DEC

1992 ProSignia
UNIX DOS

ProSignia
4 38

90

114

IBM 40%
4

1995 53 2003 355


2% 30%

IBM650
CTRIBM

1893
peep show

1905 5
5
5

115


12 2 5

7000 1907
5 200 5
1914 18000 5 700
5

5 1914

19141922 4000

40

116

1963 Stan
Durwood 20
Multiplex

AMC

80

1995 AMC 24 Megaplex

117

24

90 AMC
8.8 5 90
2 1995 2001
12.6 14.9
15% 38%
AMC
2000

AMC
AMC

118

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