Econ 8430
Theory of the Firm and Business Strategy
Summer 2002
Dr. Bruce A. Seaman


TIME AND LOCATION: 7:40 -10:25 P.M., Mon/Wed.; Room: #311, AM building.

ADMINISTRATIVE INFO: Office: 636 CBA; Phone: 404-651-2775; Fax: 404-651-4985;
E-mail: secobas@aol.com. Office hours: By appointment; also after class.

CATALOG DESCRIPTION: An application of microeconomic theory and industrial organization to topics important for internal firm organization and strategic business decision-making. Topics vary, but typically include transactions cost analysis and empirical implications; multi-product cost concepts; vertical integration; product differentiation and product quality; durable good pricing; innovation and patents; spatial competition; delivered (base point) pricing; price discrimination; product bundling; network economies and information industry implications; and special topics in regulatory economics and transitional adjustments in deregulated industries.

PREREQUISITES: Econ 8100; CSP: 1; Course material is in part an extension of topics that have been covered in Econ 8440 (Industrial Organization and Antitrust Economics), but primarily covers topics that do not overlap those of 8440. This course is fully self-contained and focused especially upon topics that are useful to business as well as academic economists. Attempts are made to accommodate the unique interests and backgrounds of students in various academic programs and specializations.

COURSE REQUIREMENTS: A mid-term exam and a final exam (both are take-home exams). Class participation is important and serves as a "tie-breaker" if exams result in a borderline grade. Ideally, each student would be asked to lead the discussion on one topic during semester, but this depends on the size of the class.

TEXTS: Dennis W. Carlton and Jeffrey M. Perloff, Modern Industrial Organization, Third Edition, Harper Collins, 2000.

Scott E. Masten, editor, Case Studies in Contracting and Organization, Oxford University Press, 1996.

Supplemental reading will be assigned. IF an article is not easily available in major journals, it will be either provided at no cost to students, or made available via WebCt for downloading. All distribution is in compliance with the applicable copyright law.

ATTENDANCE POLICIES: Attendance and active participation are important. Make efforts to obtain material from any classes that must be missed. Advance arrangements must also be made if adjustments are requested for exam deadlines. Also, please remember that university and government financial policy requires that students be withdrawn from any class that they fail to attend regularly. Therefore, if you have legitimate reasons for missing some classes (due to health or related reasons), it is important to let me know.

COURSE SCHEDULE: Chapters from Carlton and Perloff, Modern Industrial Organization, are labeled CP; those from Masten are labeled M. Unless specifically assigned, the appendices are optional. Note that the withdrawal date (with a "W") is July 12.

DATE TOPIC AND ASSIGNMENTS
6/17: Course organization; Introduction to economic theories of the firm; review of traditional economic reasons for vertical integration and vertical restrictions

CP: Chs. 1
CP: Ch. 12 (to page 412)

6/19: Discussion of background readings on economic theories of the firm; Neoclassical vs. transaction cost models; clarification of rents, quasi-rents and the hold-up problem

M: Ch. 1, Introduction
William Shugart, III, "The Modern Theory of the Firm," Ch. 3 from his
Organization of Industry, Irwin, 1990.
Case Study of Rents and Quasi-Rents: Excerpts from Ch. 3 of The Economics of Strategy, Besanko, Dranove and Shanley, John Wiley & Sons, 1996; also, Appendix to Ch. 3, " The Holdup Problem....."

6/24: Franchising and rent-seeking; McDonald's

CP: Ch. 12 (pp. 410-end)
M: Case 14: "The Source of Economic Rents for McDonald's Franchises"

6/26: Modern developments; classic cases in vertical integration.

Bengt Holmstrom and John Roberts, "The Boundaries of the Firm Revisited," Journal of Economic Perspectives, 12(4), Fall 1998.
M: Ch. 8, The Fisher Body-General Motors case
M: Ch. 11: Exclusive Dealing Vertical Integration in the Tuna Industry

7/1: Principal-Agent extensions and implications; "internal" labor market hypotheses and evidence

David E.M. Sappington, "Incentives in Principal-Agent Relationships,"
Journal of Economic Perspectives, Vol. 5, No. 2, Spring 1991
Edward P. Lazear, "Labor Economics and the Psychology of Organizations," same issue of the JEP

7/3: Optimal contacting as an alternative to vertical integration; examples
from "traditional industries;" examples from "creative industries;"
Distribute take-home MIDTERM EXAM (due July 8)

M: Ch. 2, The Whaling Industry
M: Ch. 3, Rail Freight Contracting
Richard Caves, from "Creative Industries," Harvard University Press, 2000:
Ch. 5: "The Hollywood Studies Disintegrate"
Ch. 6, "Contracts for Creative Products: Films and Plays"
Ch. 8: "The Nurture of Ten-Ton Turkeys"

7/8: Midterm exam due at the beginning of class; expansion of cost analysis to multi-product settings; modern developments

Ch. 7: "Cost Concepts for Decision-Making" from Evan Douglas, Managerial Economics
CP: Ch. 2 including Appendix 2A
Ch. 2, Sections 2.3-end, "Multiproduct Technology: Economies of
Scale and Scope," from Industrial Organization: Theory and Practice,. Pepall, Richards and Norman, Southwestern Publishing, 1999

7/10: Return and discuss Midterm Exam; continue discussion of cost-analysis Application of cost concepts to the economics of regulation/de-regulation

CP: Ch. 20
Ch. 15, "Dynamic Issues in Natural Monopoly Regulation: Telecommunications," Viscusi, Vernon and Harrington, Jr., Third Edition, The MIT Press, 2001

7/15: Decision-making with product durability; Lease-Buy applications and cases

CP: Ch. 15
M: Ch. 12, United States vs. United Shoe case
7/17: Strategic implications of limited information; Advertising debates

CP: Ch. 13
CP: Ch. 14

7/22: The role of patents and the determination of "optimal" policy; Market
structure and technological change; optimal incentive structures for innovation

CP: Ch. 16

7/24: Innovation and technological change cases: the debate about the effects of computerization on productivity

William P. Rogerson, "Economic Incentives and the Defense Procurement
Process," The Journal of Economic Perspectives, Vol. 8, No. 4, Fall, 1994
Symposia on "Computers and Productivity" in Journal of Economic Perspectives, Fall 2000

7/29: Product differentiation and the issue of optimal product quality; location strategy and the "revival" of monopolistic competition models

CP: Ch. 7
M: Ch. 13, Carbonated Soft Drink Industry

7/31: Advanced topics in market clearing: theory and evidence (Distribute Final Exam - due August 9)

CP: Ch. 17

8/5: "Raising rivals costs" and "delivered pricing:" what have we learned?

CP, "Raising Rivals Costs" section in Ch. 11, pp. 353-361.
(Possible journal article evaluating the concept of "raising rivals costs")
CP: Ch. 11 (pp. 363-369)

Take-Home Final Due: Friday, August 9 at 5:00 P.M.