Non-economic forces distort "rational" competitions among emerging technolo
gies and associated trajectories. For example, incumbent and credibly affil
iated firms use their legitimacy to promote their technological preferences
and denigrate the efforts of less legitimate firms. This article reports r
esults of a study which examined these dynamics in the competition among em
erging electrochemical innovations aimed at the electric vehicle industry.
It also presents the first-known use of the technology forecasting techniqu
e called morphological analysis in business academia. Similarities and diff
erences between media representations of innovation activities, versus actu
al industry-wide developments, were found to have theoretical and practitio
ner implications. It was found that (1) incumbent firms were not participat
ing meaningfully, rendering that variable largely moot; (2) effects of R&D
affiliation were marginally significant; that while (3) performance advanta
ges and disadvantages were reported in the media much more frequently than
respective cost-price advantages and disadvantages, that (4) the relative p
erformance advantages and disadvantages of competing innovations were repor
ted in a balanced way, but that (5) the pattern of reports concerning cost-
price was unbalanced in a way that favored the dominant design plus relativ
ely modest departures from it. The overall interpretation indicated that re
latively modest types of innovations were "winning" the early battle in a s
ubtle but important way, despite representing a trajectory that was not cer
tain to be the most rational, from a performance and/or cost-price focus. (
C) 1999 Elsevier Science Inc.