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UNIVERSITY OF CALIFORNIA
Walter A. Haas School
of Business Course Website: http://www.professorwu.com Direct phone: 415-285-7191
Study.Net ID Number:
2295
Class Format and
Preparation The format of the case discussions will be as follows: First Team One preassigned team will have the opportunity to open the discussions of the case. Each case opening should consist of:
The total length of the case opening should be no more than 15 minutes. If your team makes use of overhead slides or other presentation material, you should limit yourself to just a few items. Case openings should emphasize the frameworks and models covered in class or elsewhere. You should submit one copy of slides and other presentation materials at the start of your session. Please note that everyone on the team does not have to present – it is usually recommended to pick one spokesman. Within 24 hours of the end of the class, the first team should post on the catalyst site: 1. PowerPoint with Appendix of developed but unused slides. 2. Hotlinks to any websites used for preparation 3. References to any written materials used for preparation Class participation is strongly encouraged. You are invited to highlight insightful linkages between class material and your past experience as a professional and a global observer, to raise challenging questions and issues related to topics in global competition and strategies being reviewed, and to participate actively in discussion of cases and global trends.
The instructor will
also use a call list and any student may be called on at anytime. If for
some special reason a student is not so ready for one class, please inform
the instructor prior to class. Also, please use your name card throughout
the semester.
Grades
Extra credit projects will consist of either research questions assigned during class and/or projects approved by the professor.
Required and
Recommended Reading
The Innovator’s Solution by Clayton Christensen Three Billion New Capitalists by Clyde Prestowitz
CLASS SCHEDULE January 19, 2006: Introduction No Assignment · Introduction to international trade and competition · Course overview and administrative issues
January 26, 2006: Singapore Guest Speaker: Ms. Tahn-Joo Chin, Managing Partner, Cross Border Ventures Partners, former CEO of the Information Technology Institute which is the R&D Arm of the National Computer Board of Singapore Team: Team 2 Assignment · Read case “Singapore Unlimited: Building the National Information Infrastructure” · Read “The Competitive Advantage of Nations (Study.net article)” Questions 1. Please compare analyze NII and Singapore based on the 4 major components of Porter’s diamond. 2. What was Prime Minister Lee Kuan Yew’s vision for Singapore? What challenges did he face in achieving this vision? How has his vision been extended (or changed) under Prime Minister Goh Chok Tong? 3. What is the National Information Infrastructure? How does an IT infrastructure compare with other types of country-level infrastructure (e.g., roads, schools, ports)? 4. Evaluate the process used to implement Singapore’s National Information Infrastructure. Would you consider the implementation “successful?” If so, what factors contributed to its success? If not, what factors contributed to its failure? What can be learned by its success/failure? 5. What other areas do you think Singapore should target based on your analysis? What are your thoughts on an effort into biotech?
Extra Credit Project · Compare and contrast the economy of Singapore (3M people+/-) to the economy of the Bay area (6M people +/-).
February 2, 2006: Competitive Advantage of Nations Teams: Team 1 Assignment · Read case “Finland and Nokia” · Read “The Competitive Advantage of Nations (Study.net article)” Questions 1. Please outline the principal global competitive advantages of Finland in cellular phones based on the 4 major components of Porter’s diamond: Factor Conditions, Demand Conditions, Related and Supporting Industries and Firm Strategy, Structure & Rivalry. 2. What developments in Finland led to the economic transformation in Finland? What was different about Finland’s telecommunication sector that led to Finland’s emergence as a global telecommunication powerhouse? 3. What was the cluster program? How did it stimulate R&D and technology innovations? 4. How did Nokia leapfrog Motorola in the early 1990s to become the No. 1 mobile phone company? 5. What challenges did Finland face by 2001? What strategy would you recommend the nation to take on?
February 9, 2006: National Culture and Administrative Heritage Team: Team 3 Assignment · Read case “Philips versus Matsushita: A New Century, A New Round” · Bring one hard copy of your resume with current/future contact information to class. The hardcopy should be one sided, not two sided (multiple pages are acceptable). Questions 1. Please compare and contrast Philips vs. Matsushita based on the 4 major components of Porter’s diamond. 2. How did Philips become the leading consumer electronics company in the world in the post war era? What distinctive competence did they build? What distinctive incompetencies? 3. How did Matsushita success in displacing Philips as No. 1? What were its distinctive competencies and incompetencies? 4. What do you think of the change each company has made to date – the objectives, the implementation, the impact? Why is the change so hard for both of them? 5. Apple has dominated the MP3 marketplace with 80% market share. Other major CE manufacturers have failed to date. With regards to corporate culture and organizational structure – what has allowed Apple to succeed? What should Philips and Matsushita do to compete?
February 16, 2006: Assignment · Mini lecture on Investment Banking and Analyst Functions · Continued discussion of “Philips versus Matsushita: A New Century, A New Round" · Read Panasonic Digital Concepts Center Case (Extra Reading)
February 23, 2006: No Class Assignments: · Read Technology Review Article on “The Great Chinese Experiment" (study.net) · Read One Billion Customers (study.net) · Find a 2 Basic/Comprehensive Wall Street Industry Research Report on one subsection of the following 97-3 Program industries in at least 2 countries. One report should be about the subsection of the industry in Mainland China. The 97-3 Program concentrates research in six areas: agricultural biotechnology, energy, informatics, natural resources and the environment, population and health and materials science AND/OR a recent Chinese IPO S-1 and basic/comprehensive company research reports on the company (if available) and its top 3-4 competitors/comparables. · Submit both the paper copy and the electronic copy at the next class. The electronic copies should be posted on under the appropriate topic area in Catalyst. As soon as one person posts on Catalyst – someone must find a different research report and/or topic. · Some recommended topics are: Agricultural Biotech (Monsanto and it’s competitors), Energy (Solar Power, Fuel Cells, Alternative Energy, Coal Liquification/Gasification), Informatics (Semiconductors, E-Commerce, Internet Media), Natural Resources and the Environment (Clean Technology, Coal Scrubbers, Clean Water), Population and Health (Medical Devices, Biotechnology, Medical Services, Mass Transport, Logistics, Financial Services), Materials Science (New Materials, Nanotech).
March 2, 2006: China Outsourcing Team: Team 4 Assignment · Read Chapters 2 and 4 of Three Billion New Capitalists (study.net) Questions 1. Profile China’s advantages and disadvantages regarding outsourced manufacturing and also outsource services. 2. What measures has the government taken to encourage economic growth and especially the technology industry. 3. What are the key technology drivers that have enabled China’s technology awakening. 4. Use Porter’s Diamond to analyze China. Extra Credit Project · Compare and contrast the economy of Shanghai (16M people+/-) to the economy of the Bay area (6M people +/-).
March 9, 2006: Continuation of 3/2/06 China Outsourcing Class Shanghai Global Fund Case Introduction
March 16, 2006: India Outsourcing Shanghai Global Fund Case Continuation Team: Team 10 Assignment · Read Chapter 5 of Three Billion New Capitalists (study.net) · Read http://www.quickmba.com/strategy/porter.shtml · Read Porter’s Five Forces in the Digital Age Questions 1. Profile India’s advantages and disadvantages regarding outsourced services. 2. What measures has the government taken to encourage economic growth and especially the technology industry. 3. What are the key technology drivers that have enabled India’s technology awakening. 4. Use Porter’s Diamond to analyze India. 5. India vs. China – which country is better positioned and why?
March 23, 2006: Continuation of India Class Shanghai Global Fund Case Continuation
March 30, 2006: Spring Break
April 6, 2006: High Definition TV Standards Battle in the US (w/Guest Speaker) Guest Speaker: Elliot Broadwin, CEO, Phaseon Corporation Assignment · Read case “High-Definition TV: The Grand Alliance” · Read “Digital TV: The Future of Video Services” by Alan Stillwell · Read Chapter 6 of Three Billion New Capitalists (study.net) Questions: Think about HDTV standards from 3 different perspectives: 1. Geopolitical – What are the government interests and why? How does national security play a role in the development of these standards? 2. Economic - Who stands to gain from adoption of standards and why? Who are the major industries involved? What will it take for consumers to adopt the technology? 3. Technology – How does technology play a role? Are there key technology drivers that would influence the impact of standards? We will have 3 project groups assigned the following groups: 1. NAB representing the broadcast industry 2. FCC representing the national interest and public interest agendas 3. Telecommunications representing the wireless industry These groups will be testifying in front of Congress: “Currently there are 67 HDTV channels representing 408 MHz of frequency that have been allocated to the broadcast industry. The broadcasters were allocated this spectrum for free. Based on FCC auctions – this spectrum has a value of $470B to the US government. 84% of the US population gets programming from Cable TV or Satellite.” What policies should we be changing and why? Why shouldn’t we take back the spectrum and auction the spectrum off? What is the best use of this spectrum and what are your plans for the spectrum (both for NAB and for Telecommunications)? What powers do you not have that you should have (for the FCC)? What should we be doing about AT&T?
April 7-8, 2006: Bridging the Divide Conference (April 7-8) Please attend at least one day of the MOT Bridging the Divide conference. The admissions fee for students was $50 last year. Students who are unable to pay for the conference registration due to financial limitations can contact Drew Isaacs (isaacs@haas.berkeley.edu) for subsidized entry to the conference. Assignment: · Submit (by email) a summary of one session that you attended. It may be in outline or bullet form if desired. This assignment is due by 2pm on April 13th.
April 13, 2006: Dell – 5 (or 7) Forces Team: Team 11 Assignment: · Read case “Dell: Selling Directly, Globally” · Read case “Matching Dell” · Read http://www.quickmba.com/strategy/porter.shtml · Read Porter’s Five Forces in the Digital Age Questions:
Should Dell expand its model to move into the consumer electronics space? Why or why not? What type of products and services will be the most appropriate for Dell?
April 20, 2006: Webex – Platforms and 5 (or 7) Forces Team: Team 6 Assignment: · Read the latest S-1 and Annual Report on Webex · Read at least one research report on Webex · Read "A Fresh Look at Industry and Market Analysis" (study.net) Questions:
a. Development b. Platforms c. Marketing and Positioning d. Distribution e. Pricing f. Expansion Strategies g. Customers
April 27, 2006: Sybase w/Guest Speaker Willie Jow Willie Jow is Vice President of the Global Products Group (GPG) and the Asia Development Centre at Sybase, Inc. He has been with Sybase over four years, where he has driven the standardisation of the company's globalisation engineering methodology and establishment of Sybase´s Asia Development Centre (ADC), located in Singapore. As Vice President of the Global Products Group, Mr. Jow is responsible for several teams with combined charter to internationalise and localise Sybase products to address global customer needs. The different teams conduct internationalisation engineering, international product management and operations, globalisation consulting, and corporate globalisation strategy. As Vice President of ADC, he is responsible for remote product development as well as joint research projects with Singapore universities to support Sybase´s product initiatives. Prior to joining Sybase, Mr. Jow managed the internationalisation engineering team at Sun Microsystems, as well as worked at Convergent Technologies and Motorola. Mr. Jow was born in Hong Kong. He earned a bachelor's degree in Electrical Engineering and Computer Science from the University of California at Berkeley.
May 4, 2006: EBay – Global Expansion through Acquisitions Team: Team 8 Assignment
Questions 1. What has made eBay so successful to date? What has eBay been able to do that its other competitors couldn’t match? 2. What caused eBay Germany’s decline post the acquisition by eBay? How did Justus try to deal with the low morale? 3. What made the migration of eBay Germany to the common eBay platform so difficult? What organizational change did Justus implement in response to this crisis? 4. EBay lost to rival Yahoo in the Japanese marketplace. Why? 5. Discuss EBay's approach to Mainland China. Opinions regarding the best expansion strategy?
Disruptive Technology Strategy and Crossing the Chasm (Lecture and Discussion) Team: No Team Assignment: · Read chapter 2 of The Gorilla Game (found on Study.net) · Read chapter 2 of The Innovator’s Solution by Clayton Christensen (found on Study.net) Questions 1. Name at least one successful technology that has successfully crossed the chasm over the last 3 years. Name at least one exciting technology that has not. Compare and contrast appropriate attributes. 2. Both the Internet and Desktop Publishing have been mentioned as disruptive technologies. What large companies failed due to the development of these technologies?
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Copyright © 2006 Charles C. Wu. All Rights Reserved.
