課程資訊
課程名稱
 策略經濟學
ECONOMICS OF STRATEGY 
開課學期
 98-1 
授課對象
 管理學院  國際企業學研究所  
授課教師
 吳學良 
課號
 IB7007 
課程識別碼
 724EM0110 
班次
  
學分
 3 
全/半年
 半年 
必/選修
 選修 
上課時間
 星期一6,7,8(13:20~16:20) 
上課地點
 管一204 
備註
 本課程以英語授課。
總人數上限：25人
外系人數限制：10人 
Ceiba 課程網頁
 http://ceiba.ntu.edu.tw/981econ_strategy 
課程簡介影片
 
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課程概述

To reflect the cutting edge of academic thinking about business strategy, this course offers you a solid economic foundation for strategic analysis. By presenting basic concepts of economic theory rooted in modern strategy literature, the course provides an economic lens for viewing a broad array of the strategic activities of the firm.
The course begins by focusing on the boundaries of the firm and examines competitive strategy from the perspective of industrial organization (IO) economics, particularly Porter's 5-Forces model. It then explores strategic positioning and dynamics as well as topics associated with internal organization, including agency conflicts and strategic fit.
 

課程目標
 1.To analyze the profit potential of the industries within which it competes;
2.To assess the strength of its competitive position within these industries;
3.To evaluate the sustainability of its competitive advantages (if any);
4.To provide the necessary frameworks and tools to perform a comprehensive analysis of a firm’s strategy;
5.To learn how to assess the appropriateness of a firm’s boundaries;
6.To determine the best way to organize itself internally in light of its strategy.  
課程要求
 1 Active and meaningful participation.
2 Thorough understanding of textbook and assigned readings
3 Preparation of HBR articles and on-class presentation.
4 Preparation of HBS cases and submission write-ups.
 
預期每週課後學習時數
  
Office Hours
 另約時間 備註： by appointment 
指定閱讀
 Kenneth S. Corts and Jan W. Rivkin (2000) Note on Microeconomics for Strategists, Harvard Business Publishing. 
參考書目
 -Textbook: David Besanko, David Dranove, Mark Shanley & Scott Schaefer (2006) Economics of Strategy, 4th Edition (東華書局代理).
-HBS cases: We will use some Harvard Business School cases in this course. In addition to printing fees, you are required to pay approximately NT$400 for all HBS cases as reprint permit fee and photocopy expenses.
-Lecture materials and assigned readings (HBR articles): These materials will be downloadable from the CEIBA website before the class. Assigned HBR articles should be prepared by everyone and presented on class by the assigned group. 
評量方式
(僅供參考)
    
課程進度
週次
日期
單元主題
Week 1
 9/14  Introduction: Strategy and Economics.
Primer: Economic Concepts for Strategy.
 
Week 2
 9/21  Ch 6. Competitors & Competition.
Ch 10. Industry Analysis. 
Week 3
 9/28  Ch 7. Strategic Commitment 
Week 4
 10/05  Ch 8. The Dynamics of Pricing Rivalry 
Week 5
 10/12  Class off (TA's time if you have any question about the content of assigned reaings):  
Week 6
 10/19  HBS case-1: Harnischfeger Industries: Portal Crains 
Week 7
 10/26  Ch 9. Entry and Exit (plus population ecology) 
Week 8
 11/02  Ch 11. Strategic Positioning for Competitive Advantage. 
Week 9
 11/09  HBS case-2: Gillette’s Launch of Sensor  
Week 10
 11/16  Mid-term exam 
Week 11
 11/23  Ch 12. Sustaining Competitive Advantage. 
Week 12
 11/30  Ch 13. The Sources of Advantage: Innovation, Evolution, and Environment. 
Week 13
 12/07  Ch 2. The Horizontal Boundaries of the Firm
//:HBS case-3: De Beers Consolidated Mines 
Week 14
 12/14  Ch 3. The Vertical Boundaries of the Firm 
Week 15
 12/21  Ch 4. Organizing Vertical Boundaries // HBS case-4: Nucleon: Drug development from research to market 
Week 16
 12/28  Ch 5. Diversification  
Week 17
 1/04  HBS case-5: House of Tata 
Week 18
 1/11  Final exam