This paper provides a thorough analysis of oligopolistic markets with positive demand-side network externalities and perfect compatibility. The minimal structure imposed on the model primitives is such that industry output increases in a …rm's rivals'total output as well as in the expected network size. This leads to a generalized equilibrium existence treatment that includes guarantees for a nontrivial equilibrium, and some insight into possible multiplicity of equilibria.We formalize the concept of industry viability and show that it is always enhanced by having more …rms in the market and/or by technological improvements. We also characterize the e¤ects of market structure on industry performance, with an emphasis on departures from standard markets. As per-…rm pro…ts need not be monotonic in the number of competitors, we revisit the concept of free entry equilibrium for network industries. The approach relies on latticetheoretic methods, which allow for a uni…ed treatment of various general results in the literature on network goods. Several illustrative examples with closed-form solutions are also provided.JEL codes: C72, D43, L13, L14.

We study nonparametric identification of single‐agent discrete choice models for bundles (without requiring bundle‐specific prices) and of binary games of complete information. We show that these two models are quite similar from an identification standpoint. Moreover, they are mathematically equivalent when we restrict attention to the class of potential games and impose a specific equilibrium selection mechanism in the data generating process. We provide new identification results for the two related models.

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This paper studies (nonparametric) partial identification of treatment response with social interactions. It imposes conditions motivated by economic theory on the primitives of the model, that is, the structural equations, and shows that they imply shape restrictions on the distribution of potential outcomes via monotone comparative statics. The econometric framework is tractable and allows for counterfactual predictions in models with multiple equilibria. Under three sets of assumptions, we identify sharp distributional bounds on the potential outcomes given observable data. We illustrate our results by studying the effect of police per capita on crime rates in New York state.

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