Dynamic mixed duopoly: A model motivated by Linux vs. Windows

• 成果类型: Article
• 署名作者: Casadesus-Masanell, Ramon; Ghemawat, Pankaj
• 署名单位: Harvard University
• 刊物名称: MANAGEMENT SCIENCE
• ISSN/ISSBN: 0025-1909
• DOI: 10.1287/mnsc.1060.0548
• 发表日期: 2006
• 页码: 1072-1084
• 关键词: OPEN SOURCE SOFTWARE; demand-side learning; network effects; Linux; mixed duopoly; COMPETITIVE DYNAMICS; BUSINESS MODELS

摘要

This paper analyzes a dynamic mixed duopoly in which a profit-maximizing competitor interacts with a competitor that prices at zero (or marginal cost), with the cumulation of output affecting their relative positions over time. The modeling effort is motivated by interactions between Linux, an open source operating system, and Microsoft's Windows and consequently emphasizes demand-side learning effects that generate dynamic scale economies (or network externalities). Analytical characterizations of the equilibrium under such conditions are offered, and some comparative static and welfare effects are examined.