信息技术对竞争景框的影响——对波特观点的完善与修正

Impact of Information Technology on Competitive Scope──Perfection and Correction to Porter's Viewpoint

在分析信息技术对企业的影响时 ,波特教授对竞争景框变化的论述并不全面和完全正确。不全面在于 ,他只述及信息技术对地理景框和产业景框的影响 ,没有提到另两个方面———细分景框和纵向景框的变化。不正确在于 ,他笼统地提竞争景框的扩大或缩小 ,而竞争景框四方面在外力作用下变化并不总是一致的。本文认为 ,在信息技术影响下 ,竞争景框发生了四个方面不同的变化 :细分景框、产业景框和纵向景框三个方面是缩小的 。

When analysing impact of IT on business, Professor Porter departed from his former ideology, his discussion is not all-sided and totally correct Being not considerate is that he commented impact on geographical scope and industrial scope only, excluding segmentary scope and vertical scope. Being not correct is that he mentioned expanding or shrinking of competitive scope in general, but the changing direction of four competitive scopes is not always consistent. This paper considers that under impact of information technology, the three of four competitive scopes will shrink: segmentary scope, industrial scope and vertical scope; only one will expand: geographical scope.