Fast Second: How Smart Companies Bypass Radical Innovation to Enter and Dominate New Markets (J-B US non-Franchise Leadership) by Markides, Constantinos C., Geroski, Paul A. (2004) Hardcover
Very interesting book. It gives you a clear idea of how innovation is created and why some companies fail and others don't. It also provides concrete examples, which I do appreciate because it makes everything more realistic and less academic.
I understand that first mover advantage isn't the end all be all advantage, but I believe the first entity able to define the market will certainly be in the driver's seat.