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Books
Photograph by Kurt Andersen
To order a paper in the GSB Research Paper series (numbered papers only), e-mail: research_papers@gsb.stanford.edu. A listing of research papers is available at http://www.gsb. stanford.edu/researchpapers

ACCOUNTING
The Role of Book Value in Equity Valuation: Does the Stock Variable Merely Proxy for Relevant Past Flows?
K. R. Subramanyam and Mohan Venkatachalam
GSB Research Paper #1491R,
June 1998

FINANCE
Bad News Travels Slowly: Size, Analyst Coverage, and the Profitability of Momentum Strategies
Harrison Hong, Terence Lim, and Jeremy C. Stein
GSB Research Paper #1490,
April 1998

Regime Switches in Interest Rates
Andrew Ang and Geert Bekaert
GSB Research Paper #1486,
March 1998

Security Analysts' Career Concerns and Herding of Earnings Forecasts
Harrison Hong, Jeffrey D. Kubik, and Amit Solomon
GSB Research Paper #1489,
April 1998

Self-Selection and Analyst Coverage
Maureen F. McNichols and Patricia O'Brien
Journal of Accounting Research
Supplement,
1997

GLOBAL MANAGEMENT
Development Economics: Past and Future
Gerald M. Meier
Economic Thought and Practice (periodical of the Faculty of Tourism and Foreign Trade, University of Split, Dubrovnik), 1997

Strategy, Organization, and Incentives: Global Corporate Banking at Citibank
David P. Baron and David Besanko
GSB Research Paper #1488,
April 1998

INFORMATION TECHNOLOGY
Information Technology and Time-Based Competition in Financial Markets
Sanjeev Dewan and Haim Mendelson
Management Science, May 1998

MARKETING
An Alternative Approach to the Predictive Validation of Conjoint Models
V. Srinivasan and Peter deMaCarty
GSB Research Paper #1483,
March 1998

Competitive Reputations, Multimarket Competition, and Entry Deterrence
Bruce H. Clark and David B. Montgomery
Journal of Strategic Marketing, Vol. 6, No. 2, June 1998

First-Mover (Dis)Advantages: Retrospective and Link with the Resource-Based View
Marvin B. Lieberman and David B. Montgomery
Journal of Strategic Management,
Fall 1998
GSB Research Paper #1495, May 1998

The Fundamentals of Customer Equity Management
Jacquelyn Thomas and Robert Blattberg
In Manfred Bruhn and Cristian
Homburg (eds.),
The Handbook of Customer Bonding: Foundations, Concepts, and Experiences,
Wiesbaden: Gabler Verlag,
1998

Rational Strategic Reasoning: An Unnatural Act?
Joel E. Urbany and David B. Montgomery
Marketing Letters, August 1998
GSB Research Paper #1485,
March 1998

Shopping Behavior and Consumer Preference for Store Price Format: Why "Large Basket" Shoppers Prefer EDLP
David R. Bell and James Lattin
GSB Research Paper #1487, Dec. 1997

Temporal Differentiation and the Market for Second Opinions
Miklos Sarvary
GSB Research Paper #1498, June 1998

The Use and Performance Effect of Global Account Management: An Empirical Analysis Using Structural Equations Modeling
David B. Montgomery, George S. Yip, and Belen Villalonga
GSB Research Paper #1481, Mar. 1998

NEGOTIATION
Interest Alignment and Coalition in Multiparty Negotiation
Jeffrey T. Polzer, Elizabeth A. Mannix, and Margaret A. Neale
Academy of Management Journal,
Vol. 41, No. 1,
February 1998

Long and Short Routes to Success in Electronically Mediated Negotiations: Group Affiliations and Good Vibrations
Don A. Moore, Terri R. Kurtzberg, Leigh L. Thompson, and Michael W. Morris
GSB Research Paper #1484,
March 1998

Nonlinear Preference Functions and Negotiated Outcomes
Gregory B. Northcraft, Jared N. Preston, Margaret A. Neale, Peter Kim, and Melissa C. Thomas-Hunt
Organizational Behavior and Human Decision Process, Vol. 73, No. 1,
January 1998

ORGANIZATIONAL BEHAVIOR
Learning from a Brush with Danger: Evidence That Pilot Learning from Dangerous Incidents Is Enabled by Counterfactual Thinking and Hindered by Organizational Accountability
Michael W. Morris and Paul C. Moore
GSB Research Paper #1492,
April 1998

Rapport in Conflict Resolution: Accounting for How Nonverbal Exchange Fosters Coordination on Mutually Beneficial Settlements to Mixed Motive Conflicts
Aimee L. Drolet and Michael W. Morris
GSB Research Paper #1477,
February 1998

The Strategic Formation of Teams
Elizabeth A. Mannix, David A. Owens, and Margaret A. Neale
In Margaret A. Neale, Elizabeth A. Mannix, and Deborah H. Gruenfeld (eds.), Research on Managing Groups and Teams: Group Composition,
Vol. 1, Greenwich, Conn.: JAI Press,
1998

When Is Criticism Not Constructive? The Roles of Fairness Perceptions and Attributions in Employee Rejection of Critical Supervisory Feedback
Kwok Leung, Steven K. Su, and Michael W. Morris
GSB Research Paper #1478,
February 1998

POLITICAL ECONOMICS
Dynamics of Parliamentary Systems: Elections, Governments, and Parliaments
David P. Baron and Daniel Diermeier
GSB Research Paper #1493,
April 1998

Integrated Market and Nonmarket Strategies in Client and Interest Group Politics
David P. Baron
GSB Research Paper #1480,
March 1998

SOCIAL PSYCHOLOGY
Knowing Thyself and Others: Progress in Metacognitive Social Psychology
T. O. Nelson, A. W. Kruglanski, and John T. Jost
In V. Yzerbyt, G. Lories, and B. Dardenne (eds.), Metacognition: Cognitive and Social Dimensions, London: Sage, 1998

Representativeness and Counterfactual Thought: The Principle That Outcome and Antecedents Correspond in Magnitude
Michael W. Morris and D. Sim
Personality and Social Psychology
Bulletin, Vol. 24, No. 6,
June 1998

Wittgenstein's Problem and the Methods of Psychology: How "Grammar Depends on Facts"
John T. Jost and D. F. Gustafson
Theory & Psychology, Vol. 8, No. 4,
August 1998

STRATEGIC MANAGEMENT
Social Capital and Opportunity in Corporate R&D: The Contingent Effect of Triadic Density on Mobility Expectations
Shaul M. Gabbay and Ezra W. Zuckerman
Social Science Research, Vol. 27,
June 1998

Visionaries, Managers, and Strategic Direction
Julio J. Rotemberg and Garth Saloner
GSB Research Paper #1497, May 1998

TECHNOLOGY MANAGEMENT
Optimal Sizing and Timing of Capacity Expansions with Implications for Modular Semiconductor Wafer Fabs
Alexandar Angelus, Evan L. Porteus, and Samuel C. Wood
GSB Research Paper #1479,
February 1998


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