eprintid: 1471010 rev_number: 24 eprint_status: archive userid: 608 dir: disk0/01/47/10/10 datestamp: 2017-03-09 16:22:13 lastmod: 2021-10-18 22:35:00 status_changed: 2017-03-09 16:22:13 type: article metadata_visibility: show creators_name: Chronopoulos, M creators_name: Siddiqui, AS title: When is it Better to Wait for a New Version? Optimal Replacement of an Emerging Technology under Uncertainty ispublished: pub divisions: UCL divisions: B04 divisions: C06 divisions: F61 keywords: Investment analysis; Real options; Emerging technologies; Dynamic programming note: © Springer Science+Business Media New York 2015. The final publication is available at Springer via http://dx.doi.org/10.1007/s10479-015-2010-6 abstract: Firms that use an emerging technology often face uncertainty in both the arrival of new versions and the revenue that may be earned from their deployment. Via a sequential decision-making framework, we determine the value of the investment opportunity and the optimal replacement rule under three different strategies: compulsive, laggard, and leapfrog. In the first one, a firm invests sequentially in every version that becomes available, whereas in the second and third ones, it first waits for a new version to arrive and then either invests in the older or the newer version, respectively. We show that, under a compulsive strategy, technological uncertainty has a non-monotonic impact on the optimal investment decision. In fact, uncertainty regarding the availability of future versions may actually hasten investment. By comparing the relative values of the three strategies, we find that, under a low output price the compulsive strategy always dominates, whereas, at a high output price, the incentive to wait for a new version and adopt either a leapfrog or a laggard strategy increases as the rate of innovation increases. By contrast, high price uncertainty mitigates this effect, thereby increasing the relative attraction of a compulsive strategy. date: 2015-12 official_url: http://doi.org/10.1007/s10479-015-2010-6 oa_status: green full_text_type: other language: eng primo: open primo_central: open_green article_type_text: Article verified: verified_manual elements_id: 1052418 doi: 10.1007/s10479-015-2010-6 lyricists_name: Siddiqui, Afzal lyricists_id: ASIDD11 actors_name: Siddiqui, Afzal actors_id: ASIDD11 actors_role: owner full_text_status: public publication: Annals of Operations Research volume: 235 number: 1 pagerange: 177-201 issn: 1572-9338 citation: Chronopoulos, M; Siddiqui, AS; (2015) When is it Better to Wait for a New Version? Optimal Replacement of an Emerging Technology under Uncertainty. Annals of Operations Research , 235 (1) pp. 177-201. 10.1007/s10479-015-2010-6 <https://doi.org/10.1007/s10479-015-2010-6>. Green open access document_url: https://discovery.ucl.ac.uk/id/eprint/1471010/1/Manuscript%20final.pdf