[Politech] Richard Rahn on markets, monopolies and government abuse of power

From: Declan McCullagh (declan@private)
Date: Mon Jan 12 2004 - 07:29:21 PST

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    From: Richard Rahn
    Date: Fri, 9 Jan 2004 09:41:03 EST
    Subject: Richard Rahn's "Markets and Monopolies" (The Washington Times)
    
    The Washington Times
    www.washingtontimes.com
    
    Markets and monopolies
    By Richard W. Rahn
    Published January 9, 2004
    
    
    
    How many companies sell computer software? How many companies sell
    telecommunications services?
    
    The answer to the first question is tens of thousands, and the answer to the
    second question is thousands. Both industries are clearly highly competitive.
    Competitive markets are a goal of economic policy. Hence the government ought
    not to be concerned about software and telecommunications, yet it is engaged
    in destructive meddling.
    
    Both the Justice Department and the Federal Communications Commission employ
    many lawyers whose job is to prevent monopolies. But what happens when there
    are no monopolies to prevent? Being able bureaucrats, these antitrust lawyers
    know that, to keep their jobs, they need to find monopolies, whether real or
    not. The way they do this is by defining a market more and more narrowly until
    they find a monopoly.
    
    As an example, you as a customer decide you want to buy a sports utility
    vehicle. There are many automobile companies marketing various types of 
    SUVs in
    the United States, so there clearly is plenty of consumer choice and no
    monopoly.
    
    Now suppose you want to narrow your selection of an SUV to one that has a
    sliding rear roof that enables it to also serve as a small pickup truck. As 
    far
    as I am aware, General Motors is the only company that now produces such a
    vehicle. Hence, GM has a monopoly in such a vehicle and the consumer has no
    choice. We are not concerned about it -- because if the vehicle proves 
    popular, we
    know other companies will come out with similar models.
    
    Oracle made a bid to buy another large software company last year,
    PeopleSoft. The Justice Department put a hold on the merger claiming it 
    might monopolize
    a subset of the software market, called business application software. The
    Justice Department claimed the German company SAP and Oracle would be the only
    major competitors in this software sub-market, even though Oracle would still
    be No. 2.
    
    I do not know if the merger makes economic sense for the stockholders of
    Oracle and PeopleSoft, but as an economist I do know the Justice Department
    complaint is nonsense. There are many companies selling products that can 
    be fairly
    characterized as "business application software," even though they do not
    provide the full range of products that SAP, Oracle, PeopleSoft and some 
    others
    do. Microsoft, IBM and others are quite capable of providing a full range of
    products if they so choose. There is no problem with market entry and consumer
    choice, properly defined.
    
    What the Oracle/PeopleSoft case illustrates is not a problem with monopoly,
    but a problem of overstaffing in the Justice Department Anti-trust Division.
    Taxpayer money would be saved and economic efficiency enhanced if the Justice
    Department had far fewer antitrust lawyers.
    
    The FCC is engaged in similar nonsense. Many years ago, most people had the
    choice of one telephone company. Today, most people who want to make a phone
    call or send an electronic message have the choice of many wireless companies,
    the old land-line phone company or their TV cable company. It is a highly
    competitive market.
    
    Yet the bureaucrats at the FCC still choose to think we live in a world of a
    quarter-century ago, where the local phone company did have some monopoly
    pricing power. They are telling the local phone companies if they want to 
    upgrade
    their services (such as providing fiber optic lines to local customers) they
    must make the upgraded lines available to their competitors at a
    government-determined price -- even though the TV cable companies, which 
    can also provide
    high-speed Internet service, are not so restricted.
    
    Would you invest the money and take the risk to build and operate a hotel if
    the government directed that you also had to provide rooms in your hotel, at a
    government-determined rate, for all your competitors to market at a higher
    price? And that you were required to clean and maintain the rooms sold by your
    competitors, and collect the monies for them from the guests? If you were
    rational, you would say "no" to such a one-sided deal; yet that is 
    precisely what
    the local phone companies are being told they must do.
    
    The predicable result is the phone companies, for perfectly good reasons,
    have not invested as much as they would in the new technologies to give 
    Americans
    the superior high-speed Internet service they desire.
    
    The inability or, more precisely, the unwillingness of the FCC bureaucrats to
    "think beyond stage one" has, in fact, resulted in less competition and
    inferior consumer choice, and far less economic efficiency. As with the 
    Justice
    Department, the real problem is FCC overstaffing with too many bureaucrats who
    are more concerned about job preservation than the public good.
    
    There are too many in government who refuse to distinguish between product
    differentiation that expands consumer choice, which is desirable, and real
    monopolies. If the administration and the Congress desire to be responsible by
    reducing government spending and increasing consumer choice and economic
    efficiency, they can begin by sharply cutting the budgets of the Justice 
    Department and
    the FCC.
    
    
    
    Richard W. Rahn is a senior fellow of the Discovery Institute and an adjunct
    scholar of the Cato Institute.
    
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