8:30 AM, Bechtel Conference Center, First Floor, Encina Hall

WELCOME

Gi-Wook Shin, Acting Director, Shorenstein APARC

KEYNOTE SPEECH: FROM SILICON VALLEY TO SHANGHAI: The Information Age Opens To Asia

James Morgan, CEO, Applied Materials, Inc.

CRISIS ON THE KOREAN PENINSULA

Gi-Wook Shin, Acting Director, Shorenstein APARC

Michael Armacost, Shorenstein Distinguished Fellow, Shorenstein APARC

INDIA AS A DESTINATION FOR GLOBAL BUSINESS PROCESS OUTSOURCING: Key Factors and Trends

Rafiq Dossani, Senior Research Scholar, Shorenstein APARC

SOUTHEAST ASIA: A Region at Risk

Donald Emmerson, Senior Fellow, IIS

JAPAN'S PROLONGED ECONOMIC SLUMP: Explanations and Implications

Daniel Okimoto, Senior Fellow, IIS

Michael Armacost, Shorenstein Distinguished Fellow, Shorenstein APARC

ASIA'S EMERGING HOTBEDS FOR INNOVATION AND ENTREPRENEURSHIP

Henry Rowen, Senior Fellow, IIS

William F. Miller, Senior Fellow Emeritus, IIS

Marguerite Gong Hancock, Associate Director, Stanford Project on Regions of Innovation & Entrepreneurship

ABOUT THE ASIA/PACIFIC RESEARCH CENTER

Russell Hancock, Director of Programs, Shorenstein APARC

PLENARY SESSION

CHINA AFTER THE 16TH PARTY CONGRESS

Andrew Walder, Director, Shorenstein APARC

Lawrence Lau, Kwoh-Ting Li Professor of Economic Development

Jean Oi, William Haas Professor of Chinese Politics

Ramon Myers, Senior Fellow, Hoover Institution

CLOSING REMARKS

Gi-Wook Shin, Acting Director, Shorenstein APARC

This is a presentation of joint work with Dr. Rafiq Dossani, Shorenstein APARC. About the Talk: IT (Information Technology) outsourcing has become a standard approach for many Fortune 3000 and smaller companies to achieve cost-effectiveness. However, while outsourcing at the low end of the value chain has gained acceptance, many issues remain unresolved at the high end of the IT value chain. We develop a characterization of outsourcing firms, suppliers, and tasks that is useful in providing guidelines on when to outsource, and whom to outsource to. These guidelines for IT outsourcing strategies are based on a study of US customers, and Indian IT suppliers, involving questionnaires and interviews. To our knowledge, this is first study that has captured the supplier characteristics in the level of detail, which will be discussed by Dr. Akella in his talk. Professor Ram Akella is currently professor of IE and Management, and was the founding director, SUNY Center for Excellence in Global Enterprise Management. At Stanford, the University of California, Berkeley, and Carnegie Mellon University, as a faculty member and director, Professor Akella has led major multi-million dollar interdisciplinary team efforts in high tech and semiconductors. His current research interests include in process learning, quality, fab economic models, cost of ownership and financial justification for IT Management and equipment, production planning and control, and bio-informatics. His other interests are enterprise systems, IT and software, financial engineering, high tech and e-business, and range from cell and factory level design and control to enterprise-wide coordination and logistics, including supply chain management and contracts, financial engineering and investment, demand management, e-commerce and e-business exchanges, and product and process portfolios for risk management and design capacity management.

Ambassador Qazi holds a masters' degree in economics from Punjab University in Lahore, Pakistan. He joined the foreign service of Pakistan in 1965 where he served as Official on Special Duty at Headquarters. Since then he has held various diplomatic assignments at Pakistan Missions, such as London (1967-1969), Tripoli (1969-1971), Cairo (1971-1975), Tokyo (1978-1981) and Copenhagen (1981-1982). Ambassador Qazi has also served as Ambassador of Pakistan to Syria, Germany, Russia, the Peoples' Republic of China and High Commissioner of Pakistan to India from March 1997 to May 2002. The Ambassador is married and has two daughters.

Following the success of the first conference held in January 2002, the Asia/Pacific Research Center and the US Army War College plan to hold a second conference in January 2003. Its theme is "The Prospects for Peace in South Asia." The participants will address several topics: the role of religion in the politics of the region (primarily in Kashmir, but also in Indian and Pakistani politics), the political role of the Pakistani army, and the new challenges that nuclear weapons and the global war on terrorism have introduced. Possible lessons for the United States in trying to prevent war in South Asia as well as furthering its aims in the war on terrorism will be discussed. The conference speakers will provide an understanding of Kashmir, the role of religion in South Asian politics, local culture and attitudes, US military perspectives on South Asia and the situations and politics in India and Pakistan.

When Shorenstein APARC's 2002 South Asia conference was being planned at Shorenstein APARC, the events of September 11, 2001 had not taken place. To Americans, September 11 is mostly associated with the war against terrorism. However, the impact of 9-11 on longstanding political relations between India and Pakistan is less understood. Without such an understanding, it is difficult to explain why India and Pakistan have twice almost gone to war in the past months due to acts of terrorism linked to September 11.

Kashmir is the main locus of the two countries' dispute. There is much history on why disagreements over Kashmir have created political problems: they began with the handing over of Kashmir to India in 1947 and have continued with rigged elections, poor governance, military occupation, and indigenous and Pakistani-supported militancy, up to the present day.

The risk of nuclear war between India and Pakistan arising from the Kashmir dispute remains high. Local elections in both Pakistan and Kashmir over the next few months might prevent war till then, while affecting the dynamics of the future. The United States is keenly concerned with the possibility of war and has been actively engaged in diplomacy, with more senior American officials visiting South Asia in 2002 than at any time in the past.

Indian and Pakistani politics have also taken new turns. In India, the ruling NDA is dominated by the BJP, a party with past links to militant Hinduism. India is constitutionally secular and Muslims have played an important political role, though more as a vote-bank (comprising 14 percent of the population) and less, particularly in recent times, as influential decision-makers. This influence may be set to decline further. Economic uncertainties and the polarization of religious communities in some areas (after sectarian riots) have led the BJP to believe that a return to its aggressive roots might be politically successful. This leads to a need for understanding of how India's future will be affected by its great religions, Hinduism and Islam.

In Pakistan, recent political developments have concentrated power almost entirely in the hands of President Musharraf, a situation that may persist after its upcoming elections. This lack of institutionalization of political processes and power poses new risks to the security environment in the subcontinent.