Wednesday, May 31, 2006

Zoo returns to fore

Apologies for the long gap (Dont remember how long, it seems like ages here)

Blogging had taken sidestep to academic concerns. Now that I know where things stand, its time I continue to ramble something or other.

Term 1 is about to end in a few days. (20% of MBA would have been done by then)

I have started to appreciate few learnings from the class, like usage of Stats in understanding the roller coaster Sensex, etc etc.

One can get drowned academically here. The place is competitive, culture is performance oriented and mercenary.

Its very difficult to keep the big picture in mind without getting drowned at the same time mastering the art of swimming. All dimensions are equally required.

I am really intrigued by the Arcelor Mittal affair. There is so much learning here. Game Theory, Strategy, BATNA, Poison Pills, Ethics, Free Markets, Synergy, Volume Vs Variety Strategy, Marketing Strategy in a Matured Market, M&A, Corporate Governance and the list goes on.

Last heard, Arcelor merges with Severstal of Russia. Much more interesting is what happened before a couple of weeks. Arcelor created a "S Cube" - Strategic Steel Stitching in Netherlands, transferred ownership of Dofasco to it. In Eventual Mittal takeover, Mittal may not be able to sell Dofasco to ThyssenKrupp as it cannot control the S3 Board. Hence Mittal may have to sell alternative source to honor its own agreement with Thyssenkrupp.

Also Reuters says that Arcelor may face possibel shareholder revolt over severstal deal..