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De l'observable au non observable : les stratégies d'identification, d'adaptation, de création d'une capacité de la firme. Dynamiques de l'industrie américaine de défense (1990-2007)

Abstract : Summary: Within the field of strategy, the thesis deals with the concept of capability, defined as a firm's ability to extend the range of its activities. It defends that capability, because of causal ambiguity, stands within the realm of unobservable and should be studied as such. Proceeding from the firm's activities (observable), actors make conjectures by intertwining discourse and actions and strive to identify, by trial and error, the firm's capability (unobservable) that anticipates on future activities. The researcher, with her own tools, develops a similar abduction. The thesis studies the first five US defense firms (Boeing, General Dynamics, Lockheed Martin, Northrop Grumman, Raytheon) within the 1990-2007 period during which two major changes have happened, a wave of concentration and the emergence of systems of systems. The latter triggered a controversy over the relationship to the customer, studied by industrial marketing, the question being to know whether a new capability should be deployed. Narratives, structured by templates, retrace the strategic trajectories of the firms (through their discourse and internal and external assets orchestration) and are followed by a complementary financial and accounting study. The thesis establishes that strategic coherence can happen without an equivalent coherence of capability; that a firm can develop a contradictory capability; that two dynamics can be put in contrast, capability adaptation on one side and the creation of a new capability on the other, given that the latter disrupts existing markets and leads to a redefinition of coopetition relationships with customers, competitors and suppliers.
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Submitted on : Thursday, July 8, 2010 - 11:30:23 AM
Last modification on : Friday, October 23, 2020 - 4:37:00 PM
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Colette Depeyre. De l'observable au non observable : les stratégies d'identification, d'adaptation, de création d'une capacité de la firme. Dynamiques de l'industrie américaine de défense (1990-2007). Gestion et management. Université de Nanterre - Paris X, 2009. Français. ⟨tel-00498718⟩

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