Four Projects:


 CASE 1. Case 3B "NeoMed Technologies" p.193 Primis Text

Respond to the following questions thoroughly.  You may quote phrases from the case directly by including them in " ".  If you quote from the Primis Neomed case, you do not need to cite it, as we know the source.  If your information comes from outside the case facts. Please cite.

1. Brief description of NeoMed product and application. What is the SIC number for this product? Under the heading of Coronary Artery Disease (CAD) the case facts are attempting to illustrate what?

2. Illustrate the following strategic concepts from the actual case facts: Opportunities, threats, (all through case,) product market potential, strategic risks and challenges, NeoMed competitive advantage, substitute products (list all briefly) as well as competitors.

3. Illustrate the following strategic concepts from the actual case facts: major strengths, major weaknesses (all through case,) major research/financing dilemma, critical success factors (contingencies,) marketing strategies, distribution strategies, entry strategies, market potential value of two market entry niches targeting strategies as well as initial sales projection.

4. Illustrate the following strategic concepts from the actual case facts: financing objectives, sources of existing and future funds (list.)  Discuss the uses of rounds A and B using Exhibit 4.  Discuss briefly the state of venture capital industry in the case facts including reasons for this situation.  How would NeoMed fare in current quarter if it sought venture capital in the state of Ohio as compared to the years referred to in the case facts?  How would NeoMed fare in the current quarter if it sought venture capital given its industry as compared to years in the case facts?

5. Define angel investors and discuss the state of angel financing in the year(s) referred to in case facts?  Where would NeoMed have used angel financing.


CASE 2. Case 3D "Nature Brothers, Ltd." p. 209 Primis Text

First note the error in Exhibit 3 on page 212.  It should read "Exhibit 3   2005 Sales Projection"  NOT "Exhibit 3   1988 Sales Projection."

1. Prior to 2002 Mr. Dale Morris sold stock through private placement, 15% ownership each, to his mother and two regional vice presidents of his company for $65,000.  That means he retained 55% of his company and sold 45%.  How wise was this move?  Discuss in depth. What might have been some other alternatives given his inability to get a personal bank loan?

2. These case facts were basically taken from Mr. Morris's business plan.  Outline in objective format (measurable action, time frame, etc.) his 2004 and 2005 business objectives.  Discuss how realistic they are.  Evaluate the given market share and sales projections.

3. How should Mr. Morris raise the "$100,000.00 equity infusion?"  In your opinion is this enough?  Comment on whether or not it should be an equity infusion as opposed to some other source of funds.  What would you do?

4. Outline a brief marketing and promotional plan for the three products he plans to have ready for market in 2004.


CASE 3 "The Google IPO" to be developed through student research

This is your opportunity to show what you have learned.  Using heading and sentence bullet format (if you find on your page a one or two word bullet, delete it or make it a horizontal list separated by commas.) Include as much information about Google as you can.  The most thorough inventory of relevant facts and conclusions gets the highest grade.  DO NOT RAMBLE!  And yes, I am asking you to create your own format for this case narrative.

Make sure in this inventory of facts and conclusions that you include: a description of Google’s business model; strategies Google has relied upon to build competitive advantage in the industry; a list and discussion of Google's competitive advantages.  Also illustrate the many Google offerings/services. List and discuss Google acquisitions.

Summarize the many actions, decisions and events leading up to the Google IPO.  This is your opportunity to tell all you know about IPO's.  Again, the most relevant and quality information receives the highest score.

This is a formal research exercise so you must include only relevant information and cite all information sources; include a bibliography.

Cite your work using either: APA citing electronics sources  Or  Purdue APA citing electronic sources.   
 


CASE 4.   Personal Wealth Portfolio

1. My Personal Wealth Goals:  1., 2., . . . etc.; My Personal Wealth Strategy: In your own words.
 

2. Play Stock Game: MHR 425 summer 2008 - password to join: mhr425
 

3. Read "Rich Dad Poor Dad" or "The Money Book for the Young, Fabulous & Broke" or "The Automatic Millionaire" or "Rich Dad's Success Stories."  (Rich Dad Series)  We'll take about 30 minutes in class late in the quarter to allow you to write up your review, without referring to any notes.
   

4. What is "flipping?"  Write short profile of California independent real estate "Flipper" including the dangers of "flipping" in 2007.  Discuss briefly the "subprime crisis." Watch at least one of the following TV shows: "Flip This House"  "Flip That House"  "Property Ladder."  Write the title, time and date and provide a summary of the show.  Provide your own evaluation and a brief written review.  Can you make money this way in 2007? Watch on GUBA.com Search for "Flip this House." Discuss potential successful strategies for real estate - investing in California 2007 to 2010

5.
Let's explore the richest of the rich. What is an accredited investor?  What are "hedge funds"?  Discuss four of the largest private equity firms and discuss the four most recent private equity deals.  Discuss three of your favorite members of the "billionaire boys club" (boys 70 years ago.) Buffet, Lampert, Kerkorian, Icahn.  Where do the richest invest their money? 

 

6. Respond to the following questions: (Write on the top of your paper “Answered without citing!!”)

What is “FED?”  Who is boss?  What is FOMC? What does FOMC do?  What is “fed funds rate.”  Why is it important? Define recession.  What is “gross domestic product?”  What is US GDP in say – 2006?  What about or why important: oil and US$?  What are they doing? What is “BRIC”? How fast are they growing?

7. What is happening – Late September “bail out

 

Start from the beginning.  How did it happen?  Start with the five reasons for subprime mortgages – trace the CDOs through Fannie Mae and Freddie Mac.  $100 million trusts, mortgage bonds.  Toxic waste tranch, hedge funds, investment bank lending, investment bank participation in hedge funding.  Failure of Bear Stearns, Lehman Brothers, AIG, Fannie, Freddie, and then the bailout.

 

Prepare a three page discussion of the above items.  Cite your         sources.

         Help from Citation Machine (APA)


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Last Updated: Sept 25, 2008