This is a tricky one. These are not the ten best written or most entertaining books, or most authoritative or most insightful books on the industry, but each possesses one, or more, of those qualities. Some are by insiders, some by outsiders like academics and journalists.
Revolution in Miniature, Ernest Braun and Stuart MacDonald
Accidental Empires, Robert X Cringely
Only the Paranoid Survive, Andy Grove
Spin Off, Charlie Sporck
High Stakes, No Prisoners, Charles Ferguson.
Marketing High Technology, Bill Davidow
The Soul of a New Machine, Tracey Kidder
The Man Behind the Microchip, Lesley Berlin
Silicon Valley Fever, Everett Rogers and Judith Larsen
Revolution in the Valley, Andy Herzfeld.

Bill Davidow's Marketing High Technology is now twenty years old, but still has some good advice, some anecdotes and a chapter "Be International or Fail"
Dick
You are absolutely right.
I have amended the list accordingly.
Thanks
David
Very interesting... now I have even more books to catch up on!
One I would recommend - for the Dot-com boom and bust, and the underlying forces behind it - would be Dot.con: The Greatest Story Ever Sold John Cassidy