Class 1: Introduction
PowerPoint Presentation
Intro Presentation
Video
http://www.youtube.com/watch?v=jpEnFwiqdx8
Readings
- Thomas Friedman’s The World is Flat – http://www.teachersmarts.com/21/docs/world%20is%20flat.pdf
- Read Richard Florida’s The World is Spikey – http://isites.harvard.edu/fs/docs/icb.topic30774.files/2-2_Florida.pdf
Class 2: Development of the Software-as-a-Service (Saas) Industry
PowerPoint Presentation
SaaS
Student Submissions
SaaS Student Submissions
Readings
- RBC Research Reports (Summer 2008) on the SaaS
- William Blair & Company's Industry Report - Software as a Service Update
- Deutsche Bank Research Reports (Summer 2008) on SaaS
Class 3: Microsoft, Google and Yahoo
PowerPoint Presentation
Student Submissions
Microsoft Student Submissions
Readings
- Microsoft’s IPO Prospectus (S1) - http://docs.google.com/fileview?id=0B-0ZMXI3G0pYYzJlNzBlZjMtNGY0Ni00OGEyLWI4ZTAtZTRkNDkzNGU1ZGRk&hl=en
- Microsoft’s 10K Filings (1994 – 2009)
- Google’s IPO Prospectus
- Yahoo’s 10K Filings
Class 4: Competitive Advantage of a Firm within a Country: Finland and Nokia
PowerPoint Presentation
Student Submissions
Readings
- Read Case – Finland and Nokia: Creating the World's Most Competitive Economy
- Read Nokia’s Form 20F for 2008
- Find and Read a Wallstreet Research Report (not an earnings statement) on Nokia and the telecommunications industry
Class 5: Competitive Advantage of High-tech Nations: Singapore and Israel
PowerPoint Presentation
Student Submissions
Readings
- Read Case – Singapore Inc.
- Read Singapore Economic Development Board’s Annual Report http://www.sedb.com/etc/medialib/annual_report.Par.78374.File.tmp/2007-2008 AR.pdf
- Read Case – Developing a Source of Competitive Advantage: Israel's Version
Class 6: Dell, HP, Acer, Asus, and Lenovo Value Chain
PowerPoint Presentation
Student Submissions
Readings
None
Class 7: Mapping out the Global PC Value Chain
PowerPoint Presentation
Student Submissions
Readings
Class 8: No Formal Class
PowerPoint Presentation
Student Submissions
Readings
Class 9: TBD
PowerPoint Presentation
Student Submissions
Readings
Class 10: Competing against better and cheaper: Samsung Electronics
PowerPoint Presentation
Student Submissions
Readings
Class 11: Consumer Electronics: Then and Now
PowerPoint Presentation
Student Submissions
Readings
Class 12: Outsourcing for the World
PowerPoint Presentation
Student Submissions
Readings
Class 13: Rise of Global Internet Giants: Google and Tencent
PowerPoint Presentation
Student Submissions
Readings
