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Spence, M. (1984) Cost Reduction, Competition, and Industry Performance. Econometrica: Journal of the Econometric Society, 52, 101-121.
http://dx.doi.org/10.2307/1911463
http://www.jstor.org/discover/10.2307/1911463?uid=3737800&uid=2&uid=4&sid=21104369141647

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