Corporate Picture, Focus: Company & Competitors When did this company begin? How did it develop? Who leads this company? What are this company's plans? What does expert opinion say about the company? Who are the leading competitors?

Industry Environment How did this industry begin? Major developments? How are products made? Components relied upon? Any multi-industrial linkages? What technological developments will affect this industry? How do I update these analyses?

Socio-Political Environment What government or industry regulations affect operations? What current or pending legislation will be affecting operations? What market changes affect operations? What economic indicators would affect operations? What market barriers exist in U.S.? Internationally?

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A. CORPORATE PICTURE - FOCUS: COMPANY & COMPETITORS

A-1. When did this company begin? How did it develop?

• EDGAR database - for 10-K and other reports filed with the SEC (also Databases A-Z)
• Databases A-Z)
  - company history and joint ventures. (Databases A-Z)
• International Directory of Company Histories (Mergent Online
• Notable Corporate Chronologies (UCLA Library Catalog (Databases A-Z)
  Enter Search Terms: general electric [for books on GE] , in: Subject List

A-2. Who leads this company?

• Access WorldNews (NewsBank) (Databases A-Z)
  Type in: exxon ; Search
• Hoover's Online - Company Profile includes Key People. (Databases A-Z)
  Also in print as Hoover's Handbook of American Business (Reference - HG 4057 A28617)
• Reference Book of Corporate Managements (Reference Collection)
• Who's Who in Finance and Industry (Reference Collection)

A-3. What are this company's plans?

• LexisNexis Academic (Databases A-Z
  Business; Industry & Market; Keyword: Palm; Industry: Computer & Telecom; Date: Previous six months; Search
• Databases A-Z)
  Enter free-text terms: intel near plans; Select date: in the last year; Select sources: All Content; Run Search

A-4. What does expert opinion say about the company?

• Global Market Information Database (Euromonitor) (Databases A-Z)
• Investext [analyst reports] ( and "CEO Forums" Features (Unbound Periodicals - 2nd floor)
  [analysts' discussion of a given industry, see this sample issue with Semiconductor Equipment Industry Roundtable]

A-5. Who are the leading competitors?

• Hoover's Online - Top Competitors free, More Competitors available, use (Databases A-Z)
• U.S. Patent and Trademark Office
• Reference USA [companies by SICs and more] (Databases A-Z)
• Databases A-Z)
• Ward's Business Directory of U.S. Private and Public Companies (Reference Room, Index Section 1)

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B. INDUSTRY

B-1. How did this industry begin? Major developments?

• Encyclopedia of American Industries (Reference - HC 102 E53)
• Inside U.S. Business: A Concise Encyclopedia of Leading Industries
  (Reference - HC 106.8 M337 1994)
• Standard Industrial Classification Manual (Reference - HA 40 I6U6s 1987)
• North American Industry Classification System (NAICS)

B-2. How are products made? What components are relied upon?

• Applied Science & Technology Full Text all areas of engineering, technology, & science; coverage includes trade and industrial
• Kirk-Othmer Encyclopedia of Chemical Technology Traces the latest developments in the chemical industry and allied fields
• McGraw-Hill Encyclopedia of Science and Technology (at College Library, Reference - Q 121 M17 2002)

B-3. What are the multi-industrial linkages?

• LexisNexis Academic (Databases A-Z)
  Use: Business; Industry & Market; Industry

B-4. What technological developments that will affect this industry?

• LexisNexis Academic (Databases A-Z     Use: Business; Industry & Market; Industry
• Standard & Poor's Industry Surveys (Reference - HG 4921 S78s)

Hoover's Online (Databases A-Z

LexisNexis Academic (

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C. ENVIRONMENT

C-1. What government or industry regulations affect operations?

• Broadcasting & Cable Yearbook (Reference - HE 8690 B78y)
• Code of Federal Regulations (also at Law Library - KF 70 A32) or LexisNexis Congressional [select: Regulations]
• Federal Regulatory Directory (at the Young Research Library - KF 5406 A15F4)
• United States Government Manual (also on Reference - JK 421 A3)

C-2. What current or pending legislation will be affecting operations?

• LexisNexis Congressional Select: Regulations

C-3. What market changes affect operations?

• Access WorldNews (NewsBank) (Databases A-Z)
  Type in: exxon ; Search
• Inspec (Ovid) [laboratory developments] (Databases A-Z)

C-4. What economic indicators would affect operations?

• Council of Economic Advisors (U.S.). Economic Indicators (Unbound issues on second floor)
• Economic Indicators Handbook (Reference - HC 103 E26)
• Guide to Economic Indicators (Reference - HC 103 F9)
• Handbook of Economic and Financial Measures (Reference - HC 106.8 H36)
• Statistical Abstract of the U.S. (Reference - HA 202)
• U.S. Bureau of Economic Analysis.
  C-5. What market barriers exist in U.S.? Internationally?

SOCIO-POLITICAL ENVIRONMENT

• CIA World Factbook
• Economist Intelligence Unit. Country Forecast (Reference Room - Nexis Workstations)
  Use: world;bifsvc;headline(united states) [for the U.S.]
• IBC International Country Risk Guide (Reference Room - Nexis Workstations)
  Use: world;ibccrg;country(united states) [for the U.S.]
• IL&T: Investing, Licensing & Trading Conditions Abroad (Reserve - HC 59 B964i)

Originally prepared for MGT.298D Competitive Intelligence (Prof. Richard A. Goodman).
Created and Revised by Eloisa Borah
Copyright © 1999-2011 Regents of UC. All Rights Reserved.