Dreaming in Code - covers Mitch Kapor's post Lotus effort to build Chandler.
Everyone Else Must Fail - all about Larry Ellison and Oracle
Winners, Losers & Microsoft - title says it all
Two books by Bill Gates:
Business At The Speed of Thought
The Road Ahead
MCI: Failure Is Not An Option
Already mentioned, but I feel obligated to add another +1 for these three:
The Soul of a New Machine - Kidder
Hackers: Heroes of the Computer Revolution - Levy
The Idea Factory: Bell Labs and the Great Age of American Innovation - Gertner
Also, if you enjoy this kind of stuff, you might enjoy the AMC series Halt and Catch Fire. Yes it's fiction and highly dramatized, but it captures a lot of the spirit of the times from the beginnings of the PC era up through the Dot Com Bubble era.
ADDED: And Christensen in "Innovator's Dilemma" http://www.amazon.com/Innovators-Dilemma-Revolutionary-Busin... shows how slight improvements can gradually replace something that was originally better.
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