INFORMATION TECHNOLOGY AND INFORMATION GOODS INTENSITY AS PREDICTORS OF ORGANIZATIONAL EXPANSION ACTIVITY

 

Virginia Franke Kleist, Ph.D.

University of Pittsburgh, 2000

 

ABSTRACT

 

2000 International Conference of Information Systems (ICIS)

 Best Dissertation Award

 

 

         The electronic markets hypothesis (EMH) holds that information technology (IT) use will influence the dismantling of fixed vertical firm boundaries by reducing the cost of transaction for the acquisition of input goods between firms.  According to the EMH, firms will use technology in the value chain in place of firm ownership.  Thus, the EMH predicts a rise in electronically coordinated vertical markets as a result of information technology deployment.  It is possible that an evolution toward electronic markets will be empirically evident via increases in network alliance agreements between vertically allied kinds of firms (Malone 1987). 

 

Yet, anecdotal evidence of intense vertical and horizontal merger and alliance boundary expanding activity for information goods producing firms seems to be only partially explained by predictions of an IT-driven rise in electronic vertical market coordination structures.  This dissertation blends transaction cost economics with information economics to yield a research model that may more thoroughly explain and predict vertical and horizontal boundary change behavior for information goods intense producing firms (IGIPF) and non-information goods intense producing firms (non-IGIPF) with differing amounts of information technology deployment. 

 

The dissertation research model separates the economic effects of a firm’s use of information technology in production on the internal governance of the production and distribution sequence (vertical organizational boundaries) and external market structures (horizontal organizational boundaries), from the economic effects of the degree of information in the firm’s product line on internal governance and external market structures.  The research reported here explores if firms that produce higher levels of information goods have different vertical and horizontal organizational boundaries when compared to non-information goods intense producing firms, even when these firms have similar levels of IT deployment. 

 

            Two years of horizontally and vertically coded event study merger and alliance data for 317 of the 1,085 largest, publicly traded, U.S. headquartered firms indicate that the model and some of the research hypotheses are supported.  Experts used firm product sales information and the North American Industry Classification System (NAICS) taxonomy to reliably define the information goods production intensity of the firm.  Information technology expenditures for the firms were obtained from a Computerworld, Inc. survey.  There were 936 horizontal alliances across 161 firms, and 645 horizontal mergers for 196 firms.  For the 317 firms, 19 vertical mergers were reported for 12 firms, and there were 102 vertical alliances for 31 firms. 

 

In general, empirical support for the research model indicates that the information good intense producing firm organizational boundary structures may be guided by horizontal drivers (unique economies of scale and scope, network externalities and increasing returns associated with the large-scale production, distribution and marketing of information products), as well as vertical drivers (e.g., the transactional effects of using information technology in the production value chain).  The data indicate that firms which are dominant information goods producers seem more likely to enter into alliances both horizontally and vertically at all levels of information technology, as compared to non-information goods intense producers, when controlling for overall firm size.  This significant information goods intense firm to vertical alliance relationship may be evidence of alliance formation designed to alleviate higher transaction costs of the inputs to production for these kinds of firms. 

 

Further, the research lends weak support to the Electronic Markets Hypothesis, finding that differing levels of information technology expenditure have different effects on the formation of vertical alliances.  There was a significant, main effect difference between high IT firms and low IT firms in the formation of firm vertical alliances when controlled for sales.  This significant difference may offer some confirmation to the EMH hypothesis, indicating that firms are using IT to assist in the shift from hierarchies to markets by way of vertical alliances, for the acquisition of production inputs. 

 

The electronic markets hypothesis predicts the emergence of IT-assisted vertical electronic markets, but does not explain or predict horizontal electronic markets.  Yet, these findings show that information technology seems to have a positive role in enhancing the formation of not only vertical network alliances, but also horizontal network alliances in lieu of horizontal mergers.  There was a significant, main effect difference for higher levels of IT for increased numbers of horizontal alliances, when controlled for firm sales.  Yet, an interesting result was that higher levels of IT had a significant main effect difference for lower levels of horizontal mergers, when controlled for firm sales.  Furthermore, when firms were high information goods intense producers, firms with higher amounts of IT were less likely to enter into horizontal mergers than firms with low IT.   These unusual results imply that IT may have some influence on horizontal firm expansion by reducing search costs and horizontal coordination costs by enabling network alliances between firms.  Similar to the EMH predictions of less mergers and greater alliances with high IT in the vertical dimension, IT may contribute to mechanizing horizontal markets by lowering customer search costs and reducing information asymmetry, and these horizontal markets appear first as alliances before they are consolidated into fully neutral horizontal electronic markets.  IT also may influence the reduction of firm external coordination costs, such as transportation costs or inventory holding costs, yielding a capability to better control larger firms in a horizontal sense (Gurbaxani and Whang 1991). 

 

Among other interesting issues that are illuminated in this study are exploratory data indicating that there may be increasing returns on the margin for information goods.  The information goods intense producing firms seem to have higher sales per employee than non-information goods intense producers.  The study results may also contribute to a greater understanding of the economic motivations underlying information goods intense producing firm boundary expansion trends that have been targeted by recent U.S. Department of Justice horizontal antitrust activity, such as the Microsoft decision.  Other research results may be helpful in explaining the emerging firm boundary structures of the new business models of electronic commerce.  Electronic, neutral vertical alliances for supply chain management between competitors like General Motors, Ford, and Daimler-Chrysler AG fit the traditional EMH theory and research model.  Yet, a new contribution of this research may be a prediction that neutral electronic horizontal markets may be forged between direct competitors, such as the innovative airlines booking website agreement between UAL, Delta Continental and 23 other carriers, designed to reach customers by reducing search costs and information asymmetry, as predicted by information economics. 

 

 

Ó  Virginia Franke Kleist, Ph.D. 2000 

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