(Note: Be sure to click "reload" to see
the latest announcements.)
All participation and project grades have been posted. All that is missing
at this point is the grades for the third project, which should be posted
shortly. Sorry for the delay.
The project participation is in the form of an adjustment to your project
grade between -0.5 and 0.5 on a four-point scale (one-half grade). An adjustment
(most of them small) was made only if there were clear indications from
the participation survey of somewhat unequal contribution to the projects.
Adjustments were made on a zero-sum basis, so that the group average for
the projects is unaffected by this adjustment. If somebody got a positive
adjustment, other students were adjusted down to just compensate. If you
got a negative adjustment, it doesnt mean you didnt work hard, it just
means somebody else worked even harder! Look at it this way -- your group's
project grade benefited from their hard work, so your grade benefited also.
If you got an adjustment of -0.25, it is because you failed to fill out
the project participation survey even after several reminders.
The forum and class participation grades count for 20% of your class
average, and are weighted together according to the nonlinear formula given
earlier. The weighting of projects in the project average is 40%, 20%,
Surveys. Eight end-of-course surveys
have been posted on the class homepage. Seven of them are are manditory
-- failure to fill out by 5pm on May 9 will adversely affect your course
grade. Five of them are to be filled out after each debate, and the other
three can be done at any time.
Debates. The debates start Monday.
A reminder that on Monday and Wednesday of next week a debate will start
promptly at 9:30, so please come to class early to avoid disrupting the
Eric Brewer's slides from today are available here,
along with a video of his same talk given in a different context.
Project grades. The grades for project
1 have been posted, and you have been sent email with grading comments
to your "private mail" account.
Project informed consent. Project
groups please sign the informed consent form
and submit to the instructor so that we can post your project 1 reports
in a public site for the benefit of future students.
Talks. On Monday we are fortunate to
have James Manyika of McKinsey speak again on "Consultants in the Internet
Age". DM and HV will both be out of town. On Wednesday, Prof. Eric Brewer
of Berkeley/CS will give a talk on "The New Internet". We will use that
as an opportunity to dicuss the future of the Internet.
The slides of C. Szyperski of Microsoft Research have been posted in
a special place -- right on the course homepage (so that they are password
Reading. On Monday we will have a talk
from Clemens Szyperski of Microsoft Research. His talk and discussion will
focus on the differences between software and other goods and services,
and will draw from a subset of the issues in the paper "Industrial and
Economic Propertes of Software" that was passed out in class today. Please
read that paper before class (and try to ignore the roughness of it, as
it is an early first draft) because the talk will cover only a subset of
issues addressed there.
Debates. The dates/times for all
the debates have been set, and are listed on the course calendar. These
were determined by coin toss (three tails in a row!). Note also that
you will not be informed as to which side of the issue your are defending
until about 48 to 72 hours before the actual debate. Those times are also
listed on the calendar, and at that time you will find that information
on the course homepage -- look for the icon "Debate sides".
We have a series of outside speakers coming up. On Monday, Dr. Gary Baldwin
of Agilent (formerly HP) will talk about a wireless local-area networking
case study. He has put in a lot of effort to relate this to the topics
of the class, and will use the format of a dinner theatre -- discuss all
the miriad considerations in the strategic decision process, and then let
you guess (educated guess!) the outcome. On Wednesday, we
will have a combination of an academic and his business partner (Prof.
Joe Hellerstein of Berkeley/EECS and Rick Caccia, Haas MBA graduate) discussing
what strategic issues they encountered in positioning database technology
for network markets.
On Monday, Prof. Chenming Hu of Berkeley/EECS will discuss the future of
the semiconductor technology and industry.
Project3: The description for project
3 has been finalized and posted on the class Web site. Your first milestone
is due April 10. All other dates relative to this project have been added
to the course calendar.
Midterm: Per the earlier email announcement,
the midterm originally scheduled for this week has been cancelled
in favor of your spending more time and effort on project 3.
Reading: You should now read Chapter
10 of Information Rules in preparation for project 3. On Monday,
DGM will discuss interoperability and portability -- optional reading pertinent
to this topic from Understanding Networked Applications:
Modularity and interfaces: Section 6.2
Layered infrastructure software: Section 6.3
Protocols: Section 11.1
Mobile code: Section 16.2
Distributed object management: Section 16.3
Project 2: The project 2 grades have
been posted (as "P2") on a standard 4-point scale. All the groups came
through well, so there wasn't much to distinguish them. Calibration was
A: did conscientious job and turned in on time
You can see the histogram for the whole class on this or any other grades
by clicking on "graph". We haven't yet decided on the weighting of the
three projects, but obviously this one will be weighted much less than
the other two.
A-: little less conscientious job, and turned in on time
B+: turned in significantly late
Monday DGM will cover standardization (what is a target for standardization
and how is the standardization process changing). DGM will also, time permitting,
start on the topic of interoperability and portability.
Wed we have a guest talk/discussion from McKinsey about the ASP industry.
Friday your Project 1 reports are due.
Reading: We are now moving into standardization,
so you should now read Chapters 8 and 9 of Information Rules in
preparation for the upcoming week. Also look at the "examples" posted on
the course homepage relative to these topics.
Optional readings from Understanding Networked Applications :
Network effects and lock-in, Section 8.1
Standardization, Section 7.3
Project feedback. All project groups
should now have feedback from both instructors, posted on the discussion
Project 1. Your instructors have started
posting feedback to your Project 1 Milestone 2 outlines on the discussion
forum (forum "Project 1 Milestone 2 feedback"). You should receive feedback
from both instructors shortly. Feel free to ask questions or ask for clarification
by "replying to our postings". (Use of the forum simplifies the coordination
of the two instructors's feedback.) You might also benefit from looking
at other group's outlines and feedback, in terms of understanding better
what the instructors are looking for.
Several project groups have not posted their outlines. Please do so,
as the final project report is due in only three weeks!
Reading: You should read Chapters
3, 5, 6 and 7 of Information Rules in preparation for the upcoming
couple weeks of class. Also look at the "examples" posted on the course
homepage relative to these topics.
The participation in the discussion forum has fallen off considerably the
past week. Don't forget to participate. It is fun and interesting! (Participation
also contributes to your grade.)
In class Wed we will discuss the microeconomic modeling of versioning;
here is a writeup
if you would like to look at this first.
Projects: I have posted a list
of projects from previous years. We will be assigning some of them as reading.
Also please be cognizant of differentiating your project reports from those
done previous years.
I made another pass at the enrollment and project groups. The project group
membership has been updated to reflect dropped students. However I am still
a little confused about groups B, D, and K as there has been some movement
around and a couple of students who were in group K are unaccounted for.
I am hoping for clarification shortly.
Read this concise paper
on "Opportunities for E-Commerce in Networking".
Read this essay
on the future of information appliances.
Note that the first project milestone (choosing
the topic to work on) is due this Friday. You need to get your
group mobilized. Please read your "Private mail" on the class homepage
to make contact with your group. You can send email to your group by clicking
the "letter icon" next to your group. In class on Monday we will pass out
a list of groups and their members, and allocate a few minutes at the end
of the class for you to meet your group members. Another way you might
contact group members is sending email to majordomo@sims with the message
"who is224" and look for your group members' email addresses.
Before Wed class, read Chapter 2 of Information Rules, and also
the news articles under "Examples->Pricing" on the course homepage. These
examples will be discussed in class on Feb-2 and Feb-7.
When posting to the class discussion forum, please keep in mind that
some students in the class are less technical, and others are less business
oriented. Please make your post understandable to everybody, even if this
means more fully explaining things! (Actually this will help you understand
the issues more fully as well.)
Optional readings from Understanding Networked Applications relative
to the first few lectures by D.G. Messerschmitt:
Architecture, section 4.2, 4.3, and 6.2
Optional readings from Understanding Networked Applications relative
to information economics:
Layering, section 4.4 (especially 4.4.1) and 6.3
Industry participants: section 7.1
Information, section 2.3.1, 4.1, 8.2.1-3
Pricing, section 8.2.6
have been formed from students enrolled in the course (not waitlisted).
If anybody drops the course, they will be replaced by a student from the
waitlist, both in the project group and in the course. Pairwise exchanges
among groups are permissible as long as they do not violate interdisciplinary
constraints. (For example two MBA students may exchange groups with no
problem.) Please inform the instructor of any changes.
You can see who your group members are at "Project groups and reports".
You can easily send email to your group members by clicking on the mail
icon next to the group. However, this uses the internal mail system, accessed
by the "Private mail" icon. (It would be nice if each of you could specify
a forwarding address, but unfortunately this capability is not available.
Perhaps it is good to keep email relative to the projects separate.)
Your instructors will also use the internal mail system to communicate
with you about your project topics and reports, etc., because the system
makes this extremely easy. Please communicate with the instructors about
projects using the internal mail system.
Project 1 milestone 1.
Project 1 milestone one is due Feb. 11, so you need to get going. Appoint
a group leader for the first project, and meet to discuss the case you
would like to address. Please read the Project 1 description carefully
I checked out the enrollment situation and currently we have 51 students
enrolled and 29 more students waitlisted. These numbers have not decreased
as much as last year (and also started higher). (This is satisfying to
your humble instructors!) Unfortunately we aren't allowed to increase enrollment
beyond the 51 because of the fire marshall regulations (the violation of
which can result in fines to the university, not to mention the serious
safety concerns). Of course it is possible (and even likely) that some
unknown number of enrolled students may yet drop the course, which would
accommodate a like number of waitlisted students. Our apologies in advance
to those anxious waitlisted students we cannot accommodate!
Project descriptions. The
project two and project three descriptions have been updated. They will
likely be refined some more before you actually start working on them.