| LEC # | TOPICS | READINGS |
|---|---|---|
| 1 | Course Introduction and Competitive Structure of Telecoms Industry: The Effect of Convergence | Skim Dodd, Chap. 1, 2, 9 Supplementary readings for those interested in the topic: Hausman. Competition in U.S. Telecommunications Services Four Years after the 1996 Act. |
| 2 | What Caused the Telecom Crash? Is there Light at the End of the Tunnel? | |
| 3 | The Economics of Networks and Regulation | Dodd, Chap. 3 Morgan Stanley Dean Witter. Equity Research: Global Communications Primer. March 27, 2001, pp. 3-20 and 45-54. Supplementary readings for those interested in the topic: Telephone Technology at ePanorama.net Hausman. Regulated Costs and Prices in Telecommunications. Hausman. A Consumer-Welfare Approach to the Mandatory Unbundling of Telecommunications Networks. |
| 4 | Regulation, Deregulation and the Telecom Act of 1996 | Dodd, Chap. 4 Supplementary readings for those interested in the topic: Hausman. The Effect of Sunk Costs in Telecommunication Regulation. Hausman. Taxation by Telecommunications Regulation. Hausman. Regulated Costs and Prices in Telecommunications. Hausman. A Consumer-Welfare Approach to the Mandatory Unbundling of Telecommunications Networks. |
| 5 | Competition in Local Service Wireline + Wireless. Will Cellular Replace Residential Wireline Service? | Dodd, Chap. 5 Supplementary readings for those interested in the topic: Sugrue, Thomas J. Access to Buildings and Facilities by Telecommunications Providers. Federal Communications Commission. 1999. (PDF) Latour, Almar. Local-Phone Companies Face Siege in an Industry in Turmoil. Wall Street Journal (August 13, 2003). |
| 6 | Competition for Residential Local and Long Distance | Dodd, Chap. 6 Morgan Stanley Dean Witter. Equity Research: Global Communications Primer. March 27, 2001, pp. 76 – 83. Check product offerings at: Verizon, AT&T, MCI Supplementary readings for those interested in the topic: Hausman. Valuation and the Effect of Regulation on New Services in Telecommunications. Hausman. Does Bell Company Entry into Long-Distance Telecommunications Benefit Consumers? |
| 7 | Competition in Mobile & Wireless Communications Competition for Standards and Coverage | Dodd, Chap. 10 Morgan Stanley Dean Witter. Equity Research: Global Communications Primer. March 27, 2001, pp. 183-203. Supplementary readings for those interested in the topic: Hausman. Mobile Telephone. Hausman. From 2G to 3G: Wireless Competition for Internet-Related Services. Pringle, David, and Evan Ramstad. European Telecom Firms Face Price War from 3G Cell Phones. Wall Street Journal (August 13, 2003). Levine, R. C. Cellular & PCS slideshow. 2001. Available at Privateline.com Farley, Tom. Digital Wireless Basics. Privateline.com Farley, Tom with Mark van der Hoek. Cellular Telephone Basics: AMPS and Beyond. Privateline.com |
| 8 | Future Wireless Technology Speaker: Dick Lynch, CTO, Verizon Wireless | |
| 9 | The Direction of Future Competition Full Service Operators (any-distance service, wireline/wireless, voice, Internet access). Integration of Voice, Data, and Wireless Networks. | Hausman. Cellular, 3G, Broadband and WiFi. Furchgott, Ray. Wi-Fi Moves from Storeroom to Store. New York Times, August 25, 2003. Is the 'Wi-Fi' Wireless Internet Boom about to Turn into a Bust? The Economist, June 26, 2003. Kahn, Gabriel, Cris Prystay. 'Charge It,' Says Your Cellphone. Wall Street Journal (August 13, 2003). Supplementary readings for those interested in the topic: Convergence: A Strategic Analysis. A supplement to Network World, May 8, 2000. Isenberg, David S. Rise of the Stupid Network. Computer Telephony, August 1997, 16-26. |
| 10 | Competition in Wireless – Winning Strategies Speakers: Scott Wiener, Nextel VP Brian Toll, 15.020 alum and Nextel Manager, Strategic Pricing & Analysis | Infrastructure portion of: Morgan Stanley Dean Witter. Equity Research: Global Communications Primer. March 27, 2001. |
| 11 | Internet Commerce in an Wireless World Speaker: Hoss Mohsenzadeh, Aliaswire Inc. | Aliaswire Inc. |
| 12 | Entrepreneurs in Telecommunications Speaker: Carl Stjernfeldt, Battery Ventures | Review website of Battery Ventures and some of their investments. |
| 13 | Competition in an Industry where the Service Look to be Increasingly like a Commodity with Little Differentiation Speaker: Carlos Lopez-Abadia, Qwest CIO | |
| 14 | Are Spectrum Auctions a Good Idea? | Cramton, Peter. Spectrum Auctions. In Handbook of Telecommunications Economics. Edited by Martin Cave, Sumit Majumdar, and Ingo Vogelsang. 2002, pp. 605-639. Available at the author's web site. Werbach, Kevin. Open Spectrum: The New Wireless Paradigm. New America Foundation Spectrum Policy Program, October 2002. Available at the New America Foundation. Klempere, Paul. The Wrong Culprit For Telecom Trouble. Financial Times, November 26, 2002. Supplementary readings for those interested in the topic: Papers on Spectrum Actions by Paul Klempere, Nuffield College. Available at the author's web page. Powell, Michael K. Broadband Migration III: New Directions in Wireless Policy. Federal Communications Commission, 2002. (PDF) FCC Wireless Telecommunications Bureau Actions Section. Batista, Elisa. Spectrum Auction Faces Delay. Wired News, June 18, 2002. |
| 15 | Future Competition in Telecommunications | Hausman. Future Competition in Telecommunications. |
| 16 | Global Competition: Will Anyone Ever Make Money in China? Speakers: You! Class members from around the world describe competition in their home markets. | Batson, Andrew. China Considers New Standard for Next Wave of Mobile Phones. Wall Street Journal (August 28, 2003). Morgan Stanley Dean Witter. Equity Research: Global Communications Primer. March 27, 2001, pp. 24-75 and 213-221. |
| 17 | Mobile Handset Market Value Chain | |
| 18 | Will Telecom and IT be a Growing Industry or like a "Water Utility?" | Carr, Nicholas G. IT Doesn't Matter. Harvard Business Review (May 2003). |
| 19 | Student Presentations | |
| 20 | Student Presentations | |
| 21 | Student Presentations Course Evaluations | |
| 22 | Last Day of Class |








