Dissertation Abstracts Of Recent Graduates

Jason Dedrick

Title: Impacts of Information Technology on Organizational Form

Abstract: Researchers in the field of management information systems have been historically interested in how information technology influences the way that firms organize economic activities. This includes how firms are organized internally and how they organize transactions in the value chain. I plan to conduct research on the impact of IT on organizational form through two related but distinct studies. The first is a qualitative study of the personal computer industry, which will involve generating empirically-derived propositions and comparing them to existing theory. The second is a quantitative study using survey data to test a subset of propositions within the framework.

Thomas P. Moliterno

Title: Behavioral Antecedents of Firm-Level Resource Replacement and Acquisition

Abstract: While the RBV argues that the firm's resources are a source of competitive advantage, there has been very little work that has examined the firm's management of its resource portfolio. Employing insights from the behavioral theory of the firm, I examine changes in the composition of the firm's bundle of strategic resources and argue that antecedent firm performance relative to aspiration is a significant determinant of the firm's "resource replacement and acquisition strategy." I propose and examine three components of this resource management strategy: the overall intensity of resource replacement, the nature of replacement resources, and the compositional characteristics of the new resource portfolio. To explore these relationships, this dissertation employs a longitudinal and population-level sample of individuals and teams that participated in major league baseball during the period 1946-1960.

Dale Ganley

Title: The Global Digital Divide : A Multi-Generational Country Level Analysis

Abstract: This dissertation focuses on evaluating the size and assessing the weight of the dynamic forces that shape the digital divide across generations of technologies that provide the foundation for e-Business in the globally networked economy. It consists of three interlocking chapters focused on illuminating the dynamic state, driving factors, and potential remedies for the digital divide. Throughout we use panel data of up to 40 countries from 1970-2001, from three distinct generations of IT: mainframes, personal computers, and Internet. In Chapter 1, we conduct an empirical investigation of socio-economic factors driving the digital divide, using a pooled factors approach and quantile regression techniques. We demonstrate that factors that previously may have been expanding the Divide with earlier technologies are narrowing the gap as the Internet becomes the defining technology of the Informage age.

In Chapter 2, we provide detailed insights into the dynamics underlying the divide across different technologies, using a theoretically-founded diffusion model of IT penetration that incorporates co-diffusive interactions across successivwe IT generations. We find that the narrowing of the divide is driven in large part by inter-generation co-diffusive effects, which are stronger in developing countries as compared to developed countries.

In Chapter 3, we combine the approaches used int he first two chapters to develop and estimate a model of IT penetration that focuses on the factors that influence the heterogeneity of IT diffusion processes across the divide. One of our main findings is that, with the Internet, there is a general move away from factors based on personal preference determinants that were important in mainframe and PC diffusion. While they still play a part in determining diffusion patterns of all three technologies in developed coutnries, in developing countries, factors based on economic and social structures hold primary importance.

Put together, our results shed new light on the future evolution of the global digital divide, and suggest ways in which policies and developmental programs can be structured to promote IT penetration around the globe.

Teimur Abasov

Title: Dynamic Learning Effect in Corporate Finance and Risk Management

Abstract: One of the traditional ways to model uncertainty in finance is thorugh some diffusion process assuming that parameters of this process were known. However this assumption is hardly realistic. Indeed, while many financial variables are certainly observable, it is impossible to claim that parameters of the processes that describe the evolution of those variables, such as drift and volatility, are observable as well. In practice, they are represented by the estimates obtained from the past data. In the process an "estimation" risk is introduced, implying that implicitly parameters are perceived as random (uncertain) quantities. This idea extends to the risk-neutral framework with a little tweak: although under the risk-neutral measure all assets grow at the same (interest) rate, which is obviously observable, the drift of the interest rate does not have to be. This dissertation is devoted to parameter uncertainty - one source of uncertainty that is often neglected and completely unrelated to the one associated with Brownian motion. We examine its implications in the context of: 1) pricing of corporate debt and equity; 2) valuation of real and financial call options, and 3) risk management. The first two belong to the class of American-style option-pricing problems*. As analytical solutions are impossible, we rely on numerical analysis, which proves that prices of both real and financial options are in fact higher than previously thought. Likewise equity is more valuable causing debt to be underpriced. These results are perfectly intuitive since option values are positively related to volatility while parameter uncertainty essentially increases the total uncertainty. The third application addresses the problem of a risk manager, who is uncertain about the true value of mean expected return, but must abide by constraints imposed by risk management procedures** such as portfolio insurance and value-at-risk control. Our findings indicate that: if constraint is relatively soft the investment strategy of a VAR-agent is more or less similar to that of an ordinary investor, although VAR-constraint appears to have reduced some of the potential risk-taking on behalf of the portfolio manager; in case VAR-constraint is too harsh, dynamic learning unequivocally strengthens risk aversion tendencies, so that the effect on asset prices may be very significant***.

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* The timing of default in the first problem is considered endogenously chosen by the stockholders.
** It seems that the very reason for some investors to reply on these procedures must be higher than usual uncertainty about environment, which can be interpreted as uncertainty about parameters.
*** Surprisingly, we were able to calculate the composition of an optimal portfolio explicitly.

Gaiyan Zhang

Title: Industry Credit Contagion: Evidence from the Credit Default Swap Market and the Stock Market

Abstract: Recent clustering and cascading of credit events have drawn considerable attentions of the finance community to the research of credit contagion. Explanations of credit contagion are proposed but segmented. Existing empirical work mostly focuses on the stock market reactions and is restricted to certain credit events. To provide a solid empirical foundation for credit contagion models, this paper comprehensively studies the effect of credit deterioration of a corporate on the default risk of its industry counterparts, captured in the Credit Default Swaps (CDS) Market. We systematically document the existence and heterogeneity of within-industry contagion for a broad universe of credit events, including Chapter 11 bankruptcies, Chapter 7 bankruptcies, and other significant jump events. Our empirical results suggest that industry contagion matters in explaining default risk changes at firm level. In addition, we investigate drivers of credit contagion within a unified framework incorporating macroeconomic, industry and firm-specific factors, and identify two important firm-level determinants undocumented in prior studies, i.e. the influence power of the distressed firm, and the fragility of its peer firms. This finding is instrumental in explaining the clustering and cascades of credit events during recessions. Furthermore and importantly, our study uncovers the evidence of pure contagion beyond the macroeconomic and industry common factors. Finally, we find that credit contagion is captured in the CDS market in an earlier, cleaner and stronger way than in the stock market. Our results have practical implications on risk management, investment and pricing of credit sensitive portfolio.

Guangzhi (Terry) Zhao

Title: Goal Orientation, Feature Positive Effect, and Message Framing: The Persuasiveness of Antismoking TV Ad Targeted at Youths

Abstract: This research proposed a refined typology of message frames. Specifically, message frames were distinguished along the dimension of outcome type (benefits vs. costs) in addition to the dimension of outcome valence (positive vs. negative) and the relative persuasiveness of four message frames were studied in the context of antismoking TV ads targeted at youths. Based on Feature Positive Effect, we predicted that message frames emphasizing the presence of behavior outcomes would be more persuasive than those emphasizing the absence of behavior outcomes. The enhanced persuasion was attributed to perceptual fluency. Additionally, consistent with Regulatory Focus Theory, we predicted that, for promotion-focused youths, a benefit-positive message depicting the presence of behavior benefits would be the most persuasive, while for prevention focused youths, a cost-negative depicting the presence of behavior costs would be the most persuasive. The enhanced persuasion was attributed to heightened perceived diagnosticity of information matching to youths' regulatory focus. Findings from two experimental studies with a total of 1,162 high school students supported these predictions.