Chapter 11 11.1 Capturing Consumer Surplus Pricing strategies all have one thing in common: They are means of capturing consumer surplus and transfer

Chapter 11

11.1 Capturing Consumer Surplus 

  • Pricing strategies all have one thing in common:

    • They are means of capturing consumer surplus and transferring it to the producer 

  • The firm can charge different prices to different to different customers, according to where the customers are along the demand curve 

  • Price Discrimination

    • Charging different prices to different customers

    • Problem: identifying the different customers, and to get them to pay different prices 

11.1 Price Discrimination 

First-Degree Price Discrimination 

  • In an ideal situation, a firm would like to charge a different price to each of its customers. If it could, it would charge each customer the maximum price that the customer is willing to pay for each unit bought 

    • The maximum price is called the customers reservation price 

  • First-degree price discrimination

    • The practise of charging each customer his or her reservation price

  • If we add up the profits on each incremental unit produced, we obtain the firms variable profit 

  • Perfect Price Discrimination 

    • Each customer is being charged the maximum amount that they are willing to pay

    • The additional profit from producing and selling an incremental unit is not the difference between demand and marginal cost 

    • As long as demand exceeds marginal cost, the firm can increase its profit by expanding production 

    • Nearly impossible

  • Note

    • Because every customer is being charged the maximum amount that he or she is willing to pay, all consumer surplus is captured by the firm 

  • Imperfect Price Discrimination

    • Since firms don’t know the reservation price of their customers, and it is impractical to charge every customer a different price, firms use imperfect price discrimination 

    • Customers’ interest to claim that they would pay very little 

    • Charging imperfectly by charging a few different prices based on estimates of customers' reservation prices.

    • Often used by doctors, lawyers,accountants, or architects 



Illustrates imperfect first-degree price discrimination,

  • Single price is P*4, P1-P6 are the different prices they charge customers, the lowest price is P6, 

  • Customers not willing to pay P*4 are better in this situation 

  • If price discrimination brings enough new customers into the market, customer welfare can increase to the point that both producer and consumer are better off 


Second-Degree Price Discrimination

  • In some markets, as each consumer purchases many units of a good over any given period, his reservation price declines with the number of units purchased 

  • Second-degree price discrimination

    • It works by charging different prices for different quantities of the same good or service 

  • Quantity discounts are an example 

    • A single light bulb might be priced at $5, while a box containing four of the same bulb might be priced at $14, making the average price per bulb $3.50 

  • Block pricing 

    • Consumer is charged different prices for different quantities or “blocks of a good, the government agency that controls rates many encourage block pricing 

    • It can lead to expanded output and greater scale economies, this policy can increase consumer welfare while allowing for greater profit to the company 

    • While prices are reduced overall, the savings from the lower unit cost still permits the company to increase its profit 


Single price is charged P0 

Quantity produced Q0 

Instead three different prices are charged, based on the quantities purchased. 

First clock of sales is at P1, and the rest are P2 and P3 


Third-Degree Price Discrimination 

  • Third-degree Price Discrimination

    • Divides consumers into two or more groups with separate demand curves for each group 

    • Most prevalent form 

  • Examples 

    • Regular versus “special” airline fares 

    • Premium versus nonpremium brands of liquor 

    • Canned food or frozen vegetables 

    • Discounts to students and senior citizens 

  • Creating Consumer Groups 

    • In each case, some characteristics are used to divide consumers into distinct groups 

    • Example

      • Students and senior citizens are usually willing to pay less on average than the rest of the population (lower incomes), identities can be readily established

  • How should the firm decide what price to charge each group of consumers? These are two steps 

  1. We know the quantity produced, total output should be divided between the groups of customers so that marginal revenues for each group are equal. Otherwise the firm would not be maximizing profit.

    1. If the marginal revenue of one group is greater than group 2, the firm would lower the price to the first group, and raising the price to the second group. The two prices are, they must be such that the marginal revenues for the different groups are usual 

  2. Total output must be such that the marginal revenue for each group of consumers is equal to the marginal cost of production. If this were not the case, the firm can increase its profit by raising or lowering total output

    1. If the marginal revenues were the same for each group of consumers but the marginal revenue exceeded marginal cost. The firm can then make a grater profit by increasing its output. It would lower its prices to both groups of consumers, so that marginal revenues for each group would fall (but would still be equal to each other) and would approach marginal cost 

Total Profit 

  • Pi = P1Q1 + P2Q2 -C(QT) 

    • P1 the price for the first group

    • P2 price for the second group 

    • C(QT) is the tidal cost of producing output, QT = Q1+Q2 

  • We need to set incremental profit for sales to the first group of consumers equal to zero:

    • Q1=(P1Q1)Q1-CQ1=0

    • (P1Q1)Q1 is the incremental revenue from an extra unit of sales to the first group of consumers (MR1) 

    • CQ1 the incremental cost of producing this extra unit, aka MC1 

    • So we have 

      • MR1 = MC 

      • MR2 = MC 

    • Putting them together 

      • MR1 = MR2 = MC 

  • Determining Relative Prices 

    • Managers may find it easier to think in terms of the relative prices that should be charged to each group of consumers and to relate these prices to the elasticities of demand 

    • MR = P(1+1/Ed)

    • MR1 = P1(1+1/E1)  MR2 = P2(1+1/E2) 

    • E is the elasticities of demand for the firm’s sales in the first and second markets

    • This equation must hold for the prices: 

      • P1/P2 = (1+ 1/E2)/ (1 + 1/E1) 

 


  • It may not always be worthwhile for the firm to try to sell to more than one group of consumers

    • If demand is small for the second group and marginal cost is rising steeply, the increased cost of producing and selling to this group may outweigh the increase in revenue 

11.3 Intertemporal Price Discrimination and Peal-Load Pricing 

  • Intertemporal price discrimination 

    • Separating consumers with different demand functions into different groups by charging different prices at different points in time 

  • Peak-load Pricing 

    • Charging higher prices during peak periods when capacity constraints cause marginal costs to be high 

  • Both strategies involve charging different prices at different times, but the reasons for doing so are somewhat different in each case 

Intertemporal Price Discrimination 

  • The objective is to divide consumers into high-demand and low-demand groups by charging a price that is high at first but falls later 

  • Example 

    • Electronic company might price new, technologically advanced equipment, such as high-performance digital cameras or LCD television monitors, there is a small group of consumers who value the product highly and do not want to wait to buy it, then there is the group of consumers who are more willing to forgo the product if the price is too high.

    • The strategy is to offer the product initially at the high price selling mostly to consumers on demand curve 

    • Later after this group of consumers has bought the product, the price is lowered and sales are made to the larger group of consumers on


Peak-Load Pricing 

  • Peak-Load Pricing 

    • Involves charging different prices at different points in time 

    • Rather than capturing consumer surplus, however, the objective is to increase economic efficiency by charging consumers prices that are close to marginal cost 

  • For some goods and services, demand peaks at particular times–

    • for roads and tunnels during commuter rush hours 

    • for electricity during late summer afternoons

    •  for ski resorts and amusement parks on weekends

  • Marginal cost is also high during these peak periods because of capacity constraints 

  • Prices should be higher during peak periods 

  • The efficiency gain from peak-load pricing is important.

    • If the firm were a regulated monopolist, the regulatory agency should set the prices at points where the demand curves intersect the marginal cost curve rather than where the marginal revenue curves intersect marginal cost 

    • In that case consumers realize the entire efficiency gain 

  • Peak-Load pricing is different from third-degree price discrimination 

    • With third-degree marginal revenue must equal for each group of consumers and equal to marginal cost 

11.4 The Two-Part Tariff

  • Two-part Tariff

    • Related to price discrimination and provides another means of extracting consumer surplus 

    • It requires consumers to pay a fee up front for the right to buy a product 

    • Consumers then pay a an additional fee for each unit of the product they wish to consume

  • Classic example is an amusement park 

    • You pay commission fee to enter

    • And you also pay a certain amount for each ride 

    • The owner of the park must decide whether to charge a high entrance fee and a low price for the rides or to admit prices for free but charge high prices for rides 

  • Two-part tariff has been applied in many settings 

  • Tennis and golf clibus 

    • You pay an annual membership fee plus a fee for each use of a court or round of golf  

  • The rental of large mainframe computers 

    • A flat monthly fee plus a fee for each unit of processing time consumed

  • Telephone service 

    • A monthly hook-up fee plus a fee for minutes of usage 

  • The strategy also applies to the sale of products like safety razors

    • You pay for the razor which lets you consume the blades that fit that brand of razor 

  • Problem 

    • How to set the entry fee versus the usage fee 

  • Single Consumer 

    • Suppose the firm knows the consumers demand curve

    • In this case, set the usage fee equal to marginal cost and entry fee equal to the total consumer surplus for each consumer 

    • With the fees set in this way, the firm captures all the consumer surplus as its profit 

  • Two Consumers

    • The firm can set only one entry fee and one usage fee for two consumers 

    • The firm should set the usage fee above marginal cost and then set the entry fee equal to the remaining consumer surplus of the consumer with the smaller demand 


  • Many consumers

    • A lower entry fee means more entrants and thus more profit derived from the entry fee will fall 

    • The problem is to pick an entry fee that results in the optimum number of entrants 

    • The fee that allows for maximum profit 

    • We can do this by starting with a price for sales of the item P, finding the optimum entry fee T, and then estimating the resulting profit 

  • If It is impossible to determine the demand curve of every consumer, but one would at least like to know by how much individuals demands differ from one another 

  • If consumers  demands for a product are very similar you would charge a price that is close to marginal cost and make the entry fee

  • The ideal situation from the firm’s point of view because most of the consumer surplus could then be captured 

  • If consumers have different demands for your product, you would probably want to set price well above marginal cost and charge a lower entry fee

    • In this case the two-part tariff is a less effective means of capturing consumer surplus; setting a single price may do almost as well 

  • Firms perpetually searching for innovative pricing strategies, and a few have devised and introduced a two-part tariff with a “twist”--the entry fee entities the customer to a certain number of free units 

    • This twist leys the firms set a higher entry fee without losing as many small customers 

    • These small customers might pay little or nothing for usage under this scheme, the higher entry fee will capture their surplus without driving them out of the market, while also capturing more of the surplus of the large customer 


11.5 Bundling 

  • Bundled

    • Sold as a package 

  • Bundling makes sense when customers have heterogeneous demands and when the firm cannot price discriminate 

  • Example

Gone with the wind

Getting Gertie’s Garter

Theater A

$12,000

$3000

Theater B

$10,000

$4000

  • If the firms are rented separately, the maximum price that could be charged for Wind is $10,000 because charging more would exclude Theater B 

  • The maximum price that could charged for Gertie is $3000

  • Charging these two prices would yield $13,000 from each theater, for a total of $26,000 in revenue

  • Now if the films are bundled 

    • Theater A values the pair of firms at $15,000 

    • Theater B values the pair is $14,000 

    • Total revenue is $28,000, more revenue is earned 

Relative Valuations

  • Relative valuations 

    • Although both the theaters would pay much more for Wind than for Gertie, Theater would pay more than Theater B for Wind, while Theater B would pay more than Theater A 

  • The customer willing to pay the more for Wind is willing to pay the least for Gertie 

  • Is demands are positively correlated, theater A would pay more for both firms 

Gone with the wind

Getting Gertie’s Garter

Theater A

$12,000

$4000

Theater B

$10,000

$3000

  • If we bundled the firms, the maximum price that could be charged is $16,000, total revenue is $26,000

  • When prices are bundled 

  • In general, the effectiveness of bundling depends on the extent to which demands are negatively correlated 

  • It works best when consumers who have a high reservation price for good 1 have a low reservation price for good 2, and vice versa 

Mixed Bundling 

  • Mixed bundling 

    • The firm offers its products both separately and as a bundle, with a package price below the sum of individual prices 

  • Pure bundling 

    • Selling the products only as a bundle 

  • Mixed bundling is often the ideal strategy when demands are only somewhat negatively correlated and/or when marginal production costs are significant, marginal production costs are zero 

  • Mixed bundling is the most profitable strategy 

  • Mixed bundling would not be the preferred strategy in this example if marginal sots were zero

    • In a case where, a consumer would gain more from getting sold an item individually, meaning it cant bundle 

  • If marginal costs are zero, mixed bundling can still be more profitable than pure bundling if consumers’ demands are not perfectly negatively correlated 

  • Why does mixed bundling give higher profits than pure bundling even though marginal costs are zero?

    • The reason is that demands are not perfectly negatively correlated

      • Two consumers have high demands for two goods and are willing to pay more for the bundle than the other two consumers who would rather pay for two of the goods separately 

Tying

  • Tying

    • General term that refers to any requirement that products be bought or sold in some combination 

  • Example

    • Suppose a firm sells a product that requires consumption of a secondary product.

    • The consumer buys the first product is also required to buy the secondary product from the same company 

    • This requirement is usually imposed through a contract 

  • One main benefit of tying is that it often allows a firm to meter demand and thereby practise price discrimination more effectively 

  • Tying can also be used to extend a firm’s market power 

  • Other uses of tying is:

    • To protect customer goodwill connected with a brand name 

      • This is why franchises are often required to purchase inputs from the franchiser 

11.6 Advertising 

  • Most firms with market power have another important decision, how much to advertise 

  • Demand moves up with advertising (obviously) 

  • Equation to decide how much to advertise 

    • =PQ(P,A)-C(Q)-A

  • Given a price, more advertising will result in more sales and thus more revenue 

  • Advertising leads to increased output 

  • Increase advertising until the marginal revenue from an additional dollar of advertising, just equals the full marginal cost of advertising 

  • The full marginal cost is the sum of the dollar spent directly on the advertising and the marginal production cost resulting from the increased sales that advertising brings 

  • The firm should advertise up to the point that 

    • MRAds=pQA=1+MCQA=full marginal cost of advertising

  • This rule is often ignored by managers, who justify advertising budgets by comparing the expected benefits only with the cost of the advertising 

  • But additional sales mean increased production costs that must also be take into account 

A Rule of Thumb for Advertising

  • Rule of thumb for pricing for a profit-maximizing firm 

    • The markup over marginal cost as a percentage of price should equal minus the inverse of the price elasticity of demand 

  • Advertising-to-sales ratio 

    • A/PQ

  • Advertising elasticity of demand 

    • (A/Q)(Q/A)

  • Rule of thumb for advertising 

    • A/P = -(Ea/Ep) 

    • Ea is elasticity of advertising 

    • Ep Elasticity of price 

    • A is the advertising expenditures in dollars

    • It says that to maximize profit, the firm’s advertising-to-sales ratio should be equal to minus the ratio of the advertising and price elasticities of demand 

  • This rule make intuitive sense 

    • It says firms should advertise a lot if (i) demand is very sensitive to advertising (Ea is large)

    • Or if (ii) demand is not very price elastic (Ep is small)

  • Why should firms advertise more when the price elasticity of demand is small?

    • A small elasticity of demand implies a large markup of price over marginal cost 

    • Therefore, the marginal profit from each extra unit sold is high 

      • In this case, if advertising can help sell a few more units, it will be worth the cost 

Chapter 12 

Chapter 12.1 Monopolistic Competition 

The makings of Monopolistic Competition 

  • We can explain that a seller of a product has some monopoly power if it can profitably charge a price greater than marginal cost 

A monopolistically competitive market has two key characteristics 

  1. Firms compete by selling differentiated products that are highly substitutable for one another but not perfect substitutes. In other words, the cross-price elasticities of demand are large but not infinite 

  2. There is free entry and exit: it is relatively easy for new firms to enter the market with their own brands and for existing firms to lease if their products become unprofitable 


  • The toothpaste market is monopolistically competitive, but the automobile market is better characterized as an oligopoly

Equilibrium in the Short Run and the Long Run 

  • As with monopoly, monopolistic competition forms face downward-sloping demand curves 

  • Monopolistic competition is also similar to perfect competition: Because there is free entry, the potential to earn profits will attract new firms with competing brands, driving economic profits down to zero 

  • In the long run, this profit will induce entry by other firms 

  • As they introduce competing brands, our firm will lose market share and sales; its demand curve will shift down 

  • It implies zero profit because price is equal to average cost 

  • Firms may have different costs, and some brands will be more distinctive than others.

    • In this case, firms may charge slightly different prices, and some will earn small profits 

Monopolistic Competition and Economic Efficiency 

  • Perfectly competitive markets are desirable because they are economically efficient 

    • As long as there are no externalities and nothing impedes the workings of the market, the total surplus of consumers and producers is as large as possible 

  • Two sources of inefficiency in a monopolistically competitive industry:

  1. Unlike perfect competition, with monopolistic competition the equilibrium price exceeds marginal cost 

    1. This means that the value to consumers of additional units of output exceeds the cost of producing those units 

    2. If output were expanded to the point where the demand curve intersects the marginal cost curve, total surplus could be increased

    3. Monopoly power creates a dead-weight loss, and monopoly power exists in monopolistically competitive markets 

  2. For the monopolistically competitive firm, output is below that which minimizes average cost.

    1. Entry of new firms drives profits to zero in both perfectly competitive and monopolistically competitive markets 

    2. In perfect competitive market, each firm faces a horizontal demand curve, so the zero-profit point occurs at minimum average cost 

    3. In a monopolistically competitive market, however, the demand curves is downward sloping, so the zero-profit point is the the left of minimum average cost 

    4. Excess capacity in inefficient because average cost would be lower with fewer firms

  • These inefficiencies make consumers worse off

  • Is monopolistic competition a socially undesirable market structure that should be regulated?

  1. In most monopolistically competitive markets, monopoly power is smaller 

    1. Usually enough firms compete, with brands that are sufficiently substitutable, so that no single firm has much monopoly power 

    2. Any resulting deadweight loss will therefore be small

    3. And because firms’ demand curves will be fairly elastic, average cost will be close to the minimum 

  2. Any inefficiency must be balanced against an important benefit from monopolistic competition: Product diversity 

    1. Most consumers value the ability to choose among a wide variety of competing products and brands differ in various ways 

    2. The gains from product diversity can be large and may easily outweigh the inefficiency costs resulting from downward-sloping demand curves 

12.2 Oligopoly 

  • In oligopolistic markets, the products may or may not be differentiated 

  • In some olgiopolistic markets, some or all firms earn substantial profits over the long run because barriers to entry make it difficult or impossible for new firms to enter 

  • Examples of oligopolistic industries 

    • Automomiles 

    • Steel

    • Aluminum 

    • Petrochemicals 

    • Electrical equipment 

    • Computers 

  • Scale economies may make it unprofitable for more than a few firms to coexist in the market 

    • Patents or access to a technology may exclude potential competitors 

    • The need to spend money for name recognition and market reputation may discourage entry by new firms 

    • These are natural entry barries 

      • They are basic to the structure of the particular markey 

  • In addition, incumbent firms may take strategic actions to deter entry 

    • Example 

      • They might threaten to flood the market and drive prices down if entry occurs 

      • To make the threat credible, they can construct excess production capacity

  • Ways that make having an oligopolistic firm 

    • Pricing 

    • Output

    • Advertising 

    • Investment decisions involve important strategic considerations 

  • Since only a few firms are competing 

    • Each firm must carefully consider how its actions will affect its rivals , and how its rivals are likely to react 

  • When making decisions, each firm must weigh its competitors’ reactions, knowing that these competitors will also weigh its reactions to their decisions 

  • When the managers of a firm evaluate the potential consequences of their decisions, they must assault that their competitors are as rational and intelligent as they are 

  • They must put themselves in their competitors’ place and consider how they would react 

Equilibrium in an Oligopolistic Market 

  • A firm sets price or output based partly on strategic considerations regarding the behaviour of its competitors 

  • Competitors decisions depend on the first firm decision 

  • Nash equilibrium 

    • Each firm will want to do the best it can given what its competitors are doing

    • It is natural to assume that these competitors will do the best they can given what that firm is doing 

  • Definition 

    • Each firm is doing the best it can given its competitors are doing 

  • Duopoly

    • Two firms competing with each other 

  • Each firm has just one competitor to take into account in making its decisions 

The Cournot Model 

  • Suppose the firms produce a homogenous good and know the market demand curve 

    • Each firm must decide how much to produce, and the two firms make their decisions at the same time

  • The market price will depend on the total output of both firm 

  • Essence of the Cournot model 

    • Each firm treats the output level of its competitor as fixed when deciding how much to produce 

  • Example 

    • Firm 1 thinks that Firm 2 will produce nothing. In that case Firm 1’s demand curve is the market demand curve

  • Reaction curves 

    • Firm 1’s profit-maximizing output is thus a decreasing schedule of how much it thinks Firm 2 will produce 

  • Cournot Equilibrium 

    • The resulting set of output levels 

    • In this equilibrium, each firm correctly assume how much its competitor will produce, and it maximizes its profit accordingly 

  • In Cournot equilibrium, each firm is producing an amount that maximizes its profit given what its competitor is producing, so neither would want to change its output 

  • Cournot equilibrium doesn’t work for dynamics of the adjustment process, because both firms would be adjusting their outputs, neither output would be fixed

  • When is it rational for each firm to assume that its competitors output is fixed?

    • It is rational if the two firms are choosing their outputs only once because then their outputs only once because then their outputs cannot change 

    • It is only rational once they are in Cournot equilibrium because then neither firm will have any incentive to change its output

First Mover Advantage—The Stackelberg Model 

  • We assume that our two duopolists make thor output decisions at the same time 

  • Stackelberg model

    • In which neither firm has any opportunity to react 

  • Example

    • Suppose Firm 1 sets its output first and then Firm 2, after observing Firm 1’s output, makes its output decision

      • In this setting output, Firm 1 must therefore consider how Form 2 will react 

  • Going first gives Firm 1 an advantage 

    • Announcing first creates a fait accompli

      • No matter what your competitor does, your output will be large 

      • To maximize profit, your competitor must take yout large output level as given and set a low level of output for itself 

      • Unless your competitor views “getting” even as more important than making money, it would be irrational for it to produce a large amount 

  • Cournot and Stackelberg models are alternative representations of oligopolistic behaviour 

  • For any industry composed of roughly similar firms, none of which has a strong operating advantage or leadership position 

    • The cournot model is probably the more appropriate 

  • Some industries are dominated by a large firm that usually takes the lead in introducing new products or setting price 

    • Example

      • The mainframe computer market is an example, with the IBM the leader 

    • Then the Stackelberg model may be more realistic 

12.3 Price Competition 

  • In many oligopolistic industries, however, competition occurs alone price dimensions

    • Example 

      • Automobile companies view price as a key strategic variable, and each one chooses its price with its competitors in mind 

Price Competition with Homogenous Products–The Bertrand Model 

  • Bertrand Model 

    • Similar to Cournot model, it applies to firms that produce the same homogenous good and make their decisions at the same time 

      • In this case however the firms choose prices instead of quantities

  • Suppose that two duopolists compete by simultaneously choosing a price instead of a quantity 

  • What price will each firm choose, and how much profit will each earn?

    • Because the good is homogenous, consumers will purchase only from the lowest-price seller

    • The two firms charge different prices, the lower-price firm will supply the entire market anf the higher-price firm will sell nothing

    • If both firms charge the same price, consumer will be indifferent as to which firm they buy from and each firm will supply half the market 

  • The nash equilibrium is the competitive outcome, both firms set price equal to marginal cost 

  • It is doing the best it can to maximize profit, given what its competitor is doing 

  • Why couldnt there be a Nash equilibrium in which the firms charged the same price 

    • Because if either firm lowered its price just a little, it could capture the entire market and nearly double its profit 

    • Each firm would want to undercut its competitor 

  • In the Cournot model, each firm made a profit 

  • In the Bertrand model, the firms price at marginal cost and make no profit 

  • Bertrand model has been criticized on several counts:

    • When firms produce a homogenous good, it is more natural to compete by setting quantities rather than prices 

    • Even if firms do set prices and choose the same price 

  • The bertrand model is useful because it shows how the equilibrium outcome in an oligopoly can depend crucially on the firms’ choice of strategic variable 

Price Competition with Differentiated Products

  • Oligopolistic markets often have at least some degree of product differentiation

  • Market shares are determine no just by price but also by:

    • Differences in design 

    • Performance

    • Durability of each firm’s product

  • In such cases it is natural for firms to compete by choosing prices rather than quantities 

  • The quantity that each firm can sell decreases when it raises its own price but increases when its competitor charges a higher price 

  • Choosing Prices 

    • We can use the nash equilibrium concept to determine the resulting prices, when firms set their prices at the same time and that each firm takes its competitors price as fixed 

    • When the two reaction curves cross

      • At this point, because each firm is doing the best it can given the price its competitor has set, neither firm has an incentive to change its price

  • If the two firms collude 

    • Instead of choosing their price independently, they both decide to charge the same price—namely, the price that maximizes both of their profits 

    • Unlike stackelberg model in which firms set their quantities by moving first, the firm to move first would be at a distinct disadvantage by moving first 

  • Why is moving first now a disadvantage?

    • Because it gives the firm that moves second an opportunity to undercut slightly and thereby capture a larger market share 

12.4 Competition versus Collusion: The Prisoners’ Dilemma

  •  A nash equilibrium is a noncooperative equilibrium 

    • Each firm makes the decisions that give it the highest possible profit, given the actions of its competitors 

  • Collusion, is illegal, and most managers prefer to stay out of jail 

  • But if cooperation can lead to higher profits, why don't firms corporate without explicitly colluding?

    • In particular, is you and your competitor can both figure out the profit-maximizing price you would agree to charge is you were to collude 

    • Why not set that price and hope you competitor will do the same?

      • If your competitor does do the same, you will both make more money 

  • A firm's competitor would do better by choosing a lower price, even if it knew that you were going to set price  at the collusive level 

  • Payoff Matrix

    • Summarizes the results of these different possibilities 

  • Noncooperative game 

    • Game in which negotiation and enforcement of binding contracts are not possible

  • Prisoners' Dilemma 

    • Illustrates the problem faced by oligopolistic firms 

    • Two prisoners have been accused of collaborating in a crime 

    • They are in separate jail cells and cannot communicate with each other

    • Each has been asked to confess. If both confess, each will receive a prison term of five years

    • If neither confeses, the prosecution’s case will be difficult to make, so the prisoners can expect to plea bargain and receive terms of two years

    • If one prisoner confesses and the other does not, the one who confesses will receive a term of only one year, while the other will go to prison 10 years

    • Both prisoners will probably confess and go to jail for five years 

  • Oligopolistic firms often find themselves in a prisoners’ dilemma

    • They must decide whether to compete aggressively, attempting to capture a larger share of the market at theircompetitors expense, or to “cooperate” and compete more passively, coexisting with their competitors and settling for their current market share, and perhaps even implicitly colluding  

    • If the firms compete passively, setting high prices and limiting output, they will make higher profits than if they compete aggressively 

  • Like our prisoners, however, each firm has an incentive to “fink” and undercut its competitors, and each know that its competitors have the dame incentive

12.5 Implications of the Prisoners’ Dilemma for Oligopolistic Pricing 

  • Although our imaginary prisoners have only one opportunity to confess, most firms set output and price over and over again, continually observing their competitors’ behaviour and adjusting their own accordingly 

  • This allows firms to develop reputations from which trust can arise 

  • As a result oligopolistic coordination and cooperation can sometimes prevail 

  • Example 

    • Three or four firms that have coexisted for a long time, over the years, the managers of those firms might grow tired of losing money because of price wars, and an implicit understanding might arise by which all the firms maintain high prices and no firm tries to take market share from its competitors 

  • Competitors will retaliate, and the result will be renewed warfare and lower profits over the long run 

  • Sometimes managers are not content with the moderately high profits resulting from implicit collusion and prefer to compete aggressively in order to increase market share 

  • In many industries, therefore, implicit collusions is short lived

    • There is often a fundamental layer of mistrust, so warfare erupts as soon as one firm is perceived by its competitors to be “rocking the boat” by changing its price or increasing advertising 

Price Rigidity 

  • Implicit collusion tends to be fragile, oligopolistic firms often have a strong desire for price stability 

  • Price rigidity 

    • Characteristic of oligopolistic markets by which firms are reluctant to change prices even if costs or demands change 

  • If costs fall or market demand declines, they fear that lower prices might send the wrong message to their competitors and set off a price war 

  • Is costs or demand rises, they are reluctant to raise prices because they are afraid that their competitors may not raise their 

  • Price rigidity is the basis of the kinked demand curve 

    • According to this model, each firm faces a demand curve kinked at the currently prevailing price 

  • Sales will expand only to the extent that a lower market price increases total market demand 

  • Since the firm’s demand curve is kinked, its marginal revenue curve is discontinuous 

  • The firm’s costs can change without resulting in a change in price 

  • The kinked demand curve

    • It is useful mainly as a description of price rigidity rather than as an explanation of it 

    • The explanation for price rigidity comes from the prisoners’ dilemma and from firms’ desires to avoid mutually destructive price competition 

Price Signaling and Price Leadership 

  • Price signaling

    • Is a firm of implicit collusion that sometimes gets around this problem 

  • Example 

    • A firm might announce that it has raised its price (perhaps through press release) and hope that its competitors will take this announcement as a signal that they should also raise prices 

      • If competitors follow suit, all of the firs will earn higher profit 

  • Price leader ship 

    • One firm is implicitly recognized as the “leader”, while the other firms, the “price followers,” match its prices 

    • This behaviour solves the problem of coordinating price: 

      • Everyone charges what the leader is charging 

  • In some industries, a large firm might naturally emerge as a leader, with the other firms deciding that they are best off just matching the leader’s prices, rather than trying to undercut the leader or each other

  • In some cases, a firm might look to a price leader to signal when and by how much price should change 

  • Sometimes a large firm will act as leader from time to time 

  • Prime rate 

    • The interest rate that banks charge large corporate clients

  • The best way to avoid a price war is to avoid discounting and to increase prices in lockstep on a regular basis 

The Dominant Firm Model 

  • In some oligopolistic markets, one large firm has a major share of total sales while a group of smaller firms supplies the remainder of the market 

  • Dominant firm 

    • Usually the large firm 

    • Setting a price that maximizes its own profits 

  • The other firms, which individually could have little influence over price, would then act as perfect competitors 

    • They take the price set by the dominant firm as given and produce accordingly 

12.6 Cartels 

  • Producers in a cartel explicitly agree to cooperate in setting prices and output levels

  • If enough producers adhere to the cartel’s agreements, and if market demand is sufficiently inelastic, the cartel may drive prices well above competitive levels 

  • Nothing prevents countries, or companies owned or controlled by foreign governments, from forming cartels

  • Conditions for Cartel Success

    • 1. A stable cartel organization must be formed whose members agree on price and production levels and then adhere to that agreement 

      • Cartel members can talk to each other to formalize an agreement 

      • Different members may have different costs, different assessments of market demand and even different objectives, and they may therefore want to set price at different levels

      • Each member of the cartel will be tempted to “cheat” by lowering its price slightly to capture a larger market share than it was allotted 

    • 2. The potential for monopoly power 

      • Potential monopoly power may be the most important condition for success; of the potential gains from cooperation are large, cartel members will have more incentive to solve their organizational problems 

Analysis of Cartel Pricing 

  • A cartel usually accounts for only a portion of total production and must take into account the supply response of competitive producers when it sets price 

  • Analyzing Opec 

    • The demand for OPEC oil is also fairly inelastic. Thus the cartel has substantial monopoly power, and it has used that power to drive prices well above competitive 

  • Successful cartelization requires two things 

    • The total demand for the good must not be very price elastic 

    • Either the cartel must control nearly all the world’s supply or, if it does not, the supply of noncartel producers must not be price elastic 

  • Most international commodity cartels have failed because few world markets meet both conditions 

Chapter 13

13.1 Gaming and Strategic Decisions 

  • Game

    • Is any situation in which players (the participants) make strategic decisions-i.e. Decisions that take into account each other’s actions and responses 

  • Example

    • Games include firms competing with each other by setting prices, or a group of consumers bidding against each other at an auction for a work of art

  • Strategic decisions result in payoffs

    • To the players: outcomes that generate rewards or benefits

    • For the price-setting firms, the payoffs are profits

    • For the bidders at the auction 

      • The winners payoff is her consumer surplus, the value she places on the artwork less the amount she must pay

  • A key objective of game theory is to determine the optimal strategy for each player 

  • Strategy 

    • Is a rule or plan of action for playing the game 

  • For our price-setting firms

    • A strategy might be 

      • Ill keep my price high as long as my competitor lowers his price, ill lower mine even more 

  • The optimal strategy 

    • For a player is the one that maximizes the expected pay off

Noncooperative versus Cooperative Games

  • The economic games that firms play can be either cooperative or noncooperative 

  • In a cooperative game 

    • Players can negotiate binding contracts that allow them to plan joint strategies 

  • In a noncooperative game 

    • Negotiation and enforcement of binding contracts are not possible 

  • The fundamental difference between cooperative and non cooperative games lies in the contracting possibilities 

    • In cooperative games, binding contracts are possible; in non-cooperative games, they are not 

  • Key point about strategic decision making 

    • It is essential to understand you opponent’s point of view and to deduce his or her likely response to your actions 

  • The games are simple that 

    • Given some behavioural assumptions, we can determine the best strategy for each firm 

13.2 Dominant Strategies 

  • Dominant strategy 

    • One that is optimal no matter what an opponent does 

  • Outcome is easy to determine because both firms have dominant strategies 

  • When every player has a dominant strategy, we call the outcome of the game an:

    • Equilibrium in dominant strategies 

    • Such games are straightforward to anaylyze because each players optimal strategy can be determined without worry about the actions of the other player 

  • A firm does not have a dominant strategy 

    • When its optimal decision depends on what the other firm will do 

13.3 The Nash Equilibrium Revisited 

  • Dominant strategies are stable, but in many games, one or more players do not have a dominant strategy 

  • Nash equilibrium

    • Is a set of strategies

      • Such that each player is doing the best it can give the actions of its opponents

  • Because each player has no incentive to deviate from its nash strategy, the strategies are stable 

  • In the nash equilibrium, each firm is earning the largest profit it can given the prices of its competitors, and this has no incentive to change its price 

  • Comparing the concept of a Nash equilibrium with that of an equilibrium in dominant strategies:

    • Dominant Strategies: I'm doing the best I can no matter what you do. You're doing the best you can no matter what I do 

    • Nash Equilibrium: I'm doing the best I can given what you are doing. You're doing the best you can given what I am doing 

  • Note

    • A dominant strategy equilibrium is a special case of Nash Equilibrium 

  • In general a game need not have a single nash equilibrium 

  • Sometimes there is no Nash Equilibrium, sometimes there are several 

  • The Product Choice Problem 

Firm 2

Crispy

Sweet

Firm 1 

Crispy

-5,-5

10,10

Sweet 

10,10

-5,-5

  • In this game, each firm is indifferent about which product it produces–so long as it does not introduce the same product as its competitor 

  • If the firms behave noncooperatively 

    • Firm 1 indicates that is is about to introduce the sweet cereal, and that Firm 2 announces its plan introduce the crispy one 

    • Nash equilibrium: Given the strategy of its opponent, each firm is doing the best it can and has no incentive to deviate 

  • If we have no way of knowing which equilibrium is likely to result or if either will result 

    • One of the two nash equilibria if they both introduce the same type of cereal, they both lose money 

    • As an industry develops, understandings often evolve as firms “signal” each other about the paths the industry is to take 

  • The Beach Location Game 

    • This game is based on the two firms selling the same product as rhe same price 

    • This means for consumers, they rely on which vendor is closer in distance to them 

    • Nash equilibrium calls for both you and your competitor to locate at the same spot in the center of the beach 

    • If firm 2 were to be located 3/4 of the way to the end of the beach, firm 1 would want to locate near firm 2, just to the left. 

    • Then firm 1 would capture 3/4s of all sales, and firm 2 would only capture 1/4 of the sale on the beach 

    • The outcome is not an equilibrium because firm 1 would then want to move to the center of the beach, and firm 1 would do the same

    • Example can be 7-11’s and Circle-K’s only a road or two apart 

Maximin Strategies 

  • The concept of a nash’s equilibrium relies heavily on individual rationality 

  • Each player’s choice of strategy depends not only on its own rationality, but also the rationality of its opponent 

Firm 2

Dont invest

Invest

Firm 1

Dont invest 

0,0

-10,10

Invest

-100,0

20,10

  • Both firms use the same encryption standard, files encrypted by one firm’s software can be read by the others–advantage for consumers

    • Nonetheless firm 1 has a much larger market chare 

    • Both firms are now considering an investment in a new encryption standard 

    • Note:

      • Investing is a dominant strategy for Firm 2 because by doing so it will do better regardless of what Firm 1 does 

    • Firm 1 would also do better by investing

  • Only one Nash equilibrium 

    • (invest, invest)

    • Firm 1 if it wants to be cautious would choose “don’t invest” because then it only loses -10 

  • This is maximum strategy 

    • Maximizes the minimum gain that can be earned 


  • Maximizing the Expected payoff 

    • If Firm 1 is unsure about what FIrm 2 will do but can assign possibiilties to each feasible action for Firm 2, it could use a strategy yhay 

      • Maximizes its expected payoff

    • Probability question 

    • Firm 1 thinks there is only a 10% chance that Firm 2 will not invest 

      • In that case 

      • Investing payoff 

        • (0.1)(-100)+(0.9)(20) = $8 million 

      • Dont invest payoff

        • (0.1)(0) + (0.9)(-10) = $9 million 

      • Firm 1 should invest 

    • Firm 1 thinks that the probability that Firm 2 will not invest is 30 percent

      • Firm 1’s payoff for investing 

        • (0.3)(-100) + (0.7)(20) = $16 million 

      • Firm 1’s payoff for not investing 

        • (0.3)(0) + (0.7)(-10) = $7 million 

      • Firm 1 would not invest 

    • Firm 1’s strategy depends critically on its assessment of the probabilities of different actions by Firm 2

  • The Prisoner's Dilemma 

    • In the prisoners dilemma, confessing is a dominant strategy for each prisoner-it yields a higher payoff regardless of the strategy of the other prisoner 

    • Dominant strategies are also maximum strategies

    • Therefore, the outcome in which both prisoners confess is both a nash equilibrium and a maximin solution 

    • Thus in a strong sense it is rational for each prisoner to confess