TO:	Participants, IO Program Meeting

FROM:	Rob Shannon; Assistant Director, Conferences

DATE:	February 4, 2004

RE:	Papers for the Meeting

Enclosed please find the preliminary program, preliminary participant list and the papers scheduled for presentation at the NBER's February 20-21, 2004 Industrial Organization Program Meeting. The meeting, organized by Severin Borenstein and Alan Sorensen, will be held at the NBER's offices at Stanford University, 30 Alta Road, Stanford, CA. The group dinner will be held at 6:30 pm on Friday, February 20 at MacArthur Park, 27 University Avenue, Palo Alto, CA, 650/321-9990. The enclosed papers are as follows:

FEDERICO CILIBERTO, North Carolina State University

ELIE TAMER, Princeton University

Market Structure and Multiple Equilibria in Airline Markets

ERIN MANSUR, Yale University

Environmental Regulation in Oligopoly Markets:

A Study of Electricity Restructuring

ALI HORTACSU, University of Chicago and NBER

STEVE PULLER, Texas A&M

Testing Strategic Models of Firm Behavior in Restructured

Electricity Markets: A Case Study of ERCOT

FABIO PANETTA and FABIANO SCHIVARDI, Banca d'Italia

MATTHEW SHUM, Johns Hopkins University

Do Mergers Improve Information? Evidence from the Loan Market

DAVID GENESOVE, Hebrew University

Why Are There So Few (and Fewer and Fewer) Two-Newspaper Towns?

MEGHAN BUSSE, UC, Berkeley

FLORIAN ZETTELMEYER, UC, Berkeley and NBER

$1000 Cash Back: Asymmetric Information in Auto Manufacturer Promotions

SHARON OSTER, Yale University

FIONA SCOTT MORTON, Yale University and NBER

Behavioral Decision-making:

An Application to the Setting of Magazine Subscription Prices

ULRIKE MALMENDIER, Stanford University

GEOFFREY TATE, Harvard University

Who Makes Acquisitions?

CEO Overconfidence and the Market's Reaction

Please note that papers are also available on the NBER's Conference homepage at www.nber.org/~confer.

Reservations have been made, as requested, at the Stanford Park Hotel, 100 El Camino Real, Menlo Park, CA Phone (650) 322-1234. If you have not yet sent in your reply form, or if your plans should change, please contact me immediately so that the appropriate arrangements can be made

If you have any questions please feel free to contact me at 617-868-3900, FAX 617-864-

825 or E-MAIL confer@nber.org.