Professor Gary Gereffi                                                              Spring 2004      

264 Sociology/Psychology Building                                             MW, 3:55-5:10 pm                      

Tel. 660-5611; ggere@soc.duke.edu                                           111 Social Sciences Bldg.

Office hours: Tuesday, 4-5 pm or by appointment.

 

 

Capstone Course in Markets & Management Studies

MMS 190.03

 

ThemeNorth Carolina in the Global Economy:

Technology, Jobs, and Outsourcing

 

Integrative learning is a fundamental challenge in our contemporary world.  The Markets & Management Studies Program at Duke is premised on the idea that an interdisciplinary perspective offers the best training for people who will be pursuing careers in business, government, or the non-profit sector.  This Capstone course is intended to help M&M students pull together material from core courses in the program, but it is meant to facilitate integrative learning in other ways as well.  You will learn how to work in teams to identify and resolve problems confronting companies, industries, and communities today.  This is a difficult assignment because you will be expected to blend your diverse perspectives and backgrounds, to bridge theory and facts, and to convince the participants or stakeholders in the situation you are analyzing that you have a realistic contribution to make.  In this regard, you must move beyond the passive learner role ordinarily associated with students to become both engaged researchers and policy advocates. 

 

Many of the M&M Capstone Courses embody particular themes.  This course will focus on the theme of Technology and Jobs in the Global Economy.  As a result, it can count for students who are pursuing either the “Technology and Society” or “Global Economy” course clusters in the M&M Program.

 

North Carolina in the Global Economy

 

One of the key questions in the contemporary era of globalization is:  How can countries maintain international competitiveness and get ahead in the global economy, and still create an adequate number of good jobs for their workforce?  The popular press and daily news shows are full of stories about how the global outsourcing strategies of U.S. corporations has led to an alarming offshore migration of not only blue-collar factory jobs, but also white-collar office work and knowledge-intensive professional jobs.  The obvious concern is whether this is good or bad for the U.S. economy, whether the globalization of production is inevitable, and what is happening to the nature of work in advanced industrial as well as developing societies.

 

This course will explore these issues by looking at the impact of globalization on North Carolina. Global outsourcing is playing out in a unique way in North Carolina.  This state has an unusually broad mix of traditional and modern industries:  textiles & apparel and furniture as relatively labor-intensive light manufacturing industries; information technology and biotechnology in the high tech arena in the Research Triangle; poultry and hog farming in the eastern part of the state; tobacco and cigarette manufacturing, seemingly a declining sector; etc.  Each of these industries has its own dynamics in terms of start-up, growth, maturity, and declining phases; and they each have different patterns of corporate investments, international trade (imports and exports), and inward and outward job flows of workers at very different skill levels. 

 

Requirements for the Course

 

As in all M&M Capstone courses, there will be a team project.  This semester, the team project will involve looking five or six major industries in North Carolina that are affected by globalization – typically both positively and negatively, depending on the time period and dimensions we examine.  In addition, students will write an individual research paper, perhaps on specific companies or communities in North Carolina, and be asked to carry out a variety of smaller class assignments.  The team project will count for 40% of the course grade, the individual research paper for 30%, class assignments for 15%, and class participation for the remaining 15% of your grade.

 

In terms of the content of the course, I have provided a set of readings and assignments for the first month of the semester.  However, I would like to leave the specific definition of topics for your team projects and the latter portion of the semester open while I learn more about your specific interests, and based in part on the outcome of our discussions during the initial part of the Capstone course.  There is no shortage of relevant countries, companies, and industries we could consider, and part of our mission will be to create a useful and innovative M&M Capstone experience for you at Duke.  Thus, this syllabus will be “filled in” as the semester progresses.

 

Blackboard and Readings

 

Most of materials related to this course will be available through Blackboard https://courses.duke.edu/. All students in Soc. 142 will be expected to log into Blackboard on a regular basis for announcements, course documents, supplementary lecture materials, and convenient communication tools such as group pages, student drop boxes, and discussion boards.  E-mail will be an important form of communication in this course, so check your e-mail accounts frequently.

 

One book will be read for the course, and it is available at the Duke University Bookstore:

 

Peter Dicken. Global Shift: Reshaping the Global Economic Map in the 21st Century, 4th edition.  Thousand Oaks, CA: Sage Publications, 2003.

 

Several of the articles assigned for the course are available through E-Reserves at Perkins Library: http://www.lib.duke.edu/access/reserves/. The remainder of the readings can be accessed via Blackboard.

 

 

 

COURSE OUTLINE AND READING LIST    

 

Jan. 7               Introduction to the course.

 

Jan. 12              The United States:  The Great Global Job Shift

                       

Peter Engardio, Aaron Bernstein, and Manjeet Kripalani, “Is Your Job Next?” Business Week, February 3, 2003, pp. 50-60.

                        Lisa DiCarlo, “White-Collar Outsourcing: The Most Significant Trend in 2003,” Forbes.com, Dec. 23, 2003.

ABC News, This Week with George Stephanopoulos – “Jobs and the current state of the U.S. economy,” Dec. 28, 2003.

                        CNN News, Lou Dobbs Tonight – “China and the U.S. Economy,” Dec. 9, 2003, interview with Thea Lee (AFL-CIO), Sen. Charles Schumer (D-New York), and Stephen Roach, chief global economist, Morgan Stanley.

                       

Jan. 14                    The Organization of the Global Economy:  International Production Networks

 

Peter Dicken, Global Shift, 4th ed. (2003), chs. 1-3.

 

Jan. 19              Martin Luther King, Jr. Day holiday (no class)

 

Jan. 21              Find a company or an industry that has had significant recent experiences in global outsourcing.  Document and support this case with one or two newspaper and magazine articles, company or industry reports, or whatever seems appropriate.  Discuss in class.

 

Jan. 26             [Class cancelled because of snow and ice]

 

Jan. 28              Winners and Losers: Immigration and Labor Market Dynamics in North Carolina

Guest speaker:  Emilio Parrado, Assistant Professor, Department of Sociology, Duke.

[You can consult the website “Stop the Invasion” <http://www.stoptheinvasion.com/index.html> which is extremely one-sided politically, but it is fair in attacking both high and low-skilled, legal and illegal migration.]

 

Student rapporteurs:  Sarah Stogner and Stephan Kretzschmar

 

Feb. 2               An Indian Entrepreneur’s Personal Odyssey with Outsourcing

Guest speaker:  Vivek Wadhwa, Founder and Chairman, Relativity Technologies, Raleigh, NC.  < bio available at  http://www.relativity.com/who_we_are.htm >

 

Student rapporteurs:  William Hanenberg and Chris Cox

 

Feb. 4               Individual Experiences with the Offshoring of Jobs and Global Outsourcing

Guest speakers:  Robert Ferrier, electrical engineer for 15 years and former IBM employee in their Personal Computers division; and S. Sridhar, IT software professional with 18 years experience as both purchaser and provider of IT services in the United States, Europe, and India.

 

Student rapporteurs:  Margaret Lea and Jim Scharrer.

 

Feb. 9               Identifying Industries for Team Projects

 

Discussion of potential team projects, part I.

 

Feb. 11             Discussion of potential team projects, part II.  Written suggestions as inputs for class.

 

Industries we will examine:  information technology, biotechnology, textiles and apparel, furniture, and hog farming.  Teams of three people each announced on Feb. 12.

 

Feb. 16             Overview of Duke’s Library and Web Resources for research on global industries (Eric Smith, Perkins Library).

 

Feb. 18             Initial team reports on the structure, timeline, and resources available for each of the four industries to be studied.

 

Feb. 23             Developing a common globalization template for the industry studies.

 

Feb. 25             Applying our globalization template to the North Carolina furniture industry.

 

March 1            Furniture case (cont’d). 

 

March 3            Furniture case (cont’d).

 

                        SPRING RECESS

 

March 15          Guest speaker:  Steven Burke, Vice-President for Corporate Affairs, North Carolina Biotechnology Center, Research Triangle Park <http://www.ncbiotech.org/>.

 

Student rapporteurs:  Julie Kalishman and Jason Zimmermann.

 

March 17          Review templates for course web site and industry webpages.

 

Developing Course Webpages

 

March 22          Introduction to Dreamweaver:  Deen Freelon (OIT).

 

March 24          Work on uploading materials to webpage (ICC).

 

March 29          Review class with Deepa George.

 

March 31          Introduction to video clips for guest speakers profiles:  Patrick Murphy (CIT).

Work on uploading materials to webpage (ICC).

 

April 5              Guest speaker:  Dr. Larry Keen, Vice President for Economic and Workforce Development, North Carolina Community College System.

 

Student rapporteurs:  Alivia Sholtz and Blake Jorgensen.

 

April 7              Review industry websites.

 

April 12            Socially Responsible Investments:  How Do They Work? Are They Effective?

Guest lecturer:  Donald E. Platner, Vice President, Christian Brothers Investment Services, Inc.  New York, NY.

 

Student rapporteurs:  Jeff Raileanu and Jake Ramey.

 

April 13           Tuesday PANEL:  7:30-9:30 pm, 130 Sociology/Psychology Building (Zener Auditorium).  [This panel takes the place of the April 14th class.]

 


Guest speakers for the panel on “Global Outsourcing: Threat or Necessity for U.S. Competitiveness?”

 

      • Chip Berry, VP of Merchandising, Cone Mills Denim, Greensboro, NC
      • Steven Burke, VP for Corporate Affairs, North Carolina Biotechnology Center, Research Triangle Park, NC
      • Dr. Michael Clark, Executive Director, U.S.-India Business Council, Washington, DC
      • Dr. Larry Keen, Vice President for Economic and Workforce Development, North Carolina Community College System, Raleigh, NC
      • Prof. Meenu Tewari, Department of Urban Planning, University of North Carolina, Chapel Hill

 

 

April 19            Marketing of course web project:  To whom will it be distributed in North Carolina?  What are the key messages for each constituency:  managers, workers, state policy makers, community leaders, the general public?

 

April 21            What have we learned?

 

Last updated on March 16, 2004