The Last Mile 2002

The economics of DSL, Cable, and wireless broadband Internet solutions in 2002.

Global Crossing (A)

Global Crossing builds the AC-1 trans-Atlantic cable, goes public, and announces its strategy. Fiber optic technology is moving ahead by leaps and bounds due to eridium doped amplifiers and wave-division multiplexing. The Internet is growing rapidly. The case provides background for the analysis of Global Crossing's strategy.

Semiconductor Technology

The case covers the basic technologies that enable semiconductors to function and be built. It covers the history of the technology, semiconductor physics, and basic steps in the manufacturing of integrated circuits. The case concludes with the basic economics of cost and yield, and provides typical cost parameters circa 2002.

Gordon Moore's Law

The case covers the several observations by Gordon Moore that came to be called "Moore's Law." It explores the technologies that underlie Moore's Law: the physics and economics of scaling.

The IC Industry in 2003

The case examines the trends in the integrated circuits industry in 2003. In particular it focues on (1) slowing revenue growth, (2) the limits to Moore's Law as structures are limited by the sizes of atoms, (3) the exponentially rising cost of fabrication facilities, and (4) the increasing use of IC foundries, forcing vertical dis-integration.

VisiCorp 1978-1984

Dan Bricklin invents the spreadsheet and Dan Flystra markets it. VisiCorp makes a bold attempt to build a graphical-user operating system for the IBM PC but goes bankrupt.

The Microcomputer Software Industry in 1984

Background for the VisiCorp Case.

RJR Nabisco

KKR offers PIK securities in its take-over of RJR Nabisco. How should they be valued?