Mary Meeker & Co at Morgan Stanley are back at it again....Trying to replicate what they achieved nearly 14 years ago with The Internet Report, the analysts at Morgan Stanley are back at doing what they do best. Sticking their neck out and trying to identify trends that could mark the advent of the next big business in the tech industry. And what better time could they pick than end-2009, when the tech community is drinking Apple's Kool-aid like there's no tomorrow, when Google has apparently decided to go high-street retail with their self-branded phone, when a mobile social network raises more money in under 12 weeks of existence than what a 90 year-old magazine is sold for! Indeed, just when the contours of a bubble around mobile are beginning to emerge, such reports sure will help increase awareness of a space that continues to show strong growth. Neverthless, signs of a bubble not withstanding, the mobile Internet sure is likely to spawn a whole parallel industry to the PC based Internet. As networks grow in capacity, and devices grow in capabilities, and developers in creativity, we are likely to find that the mobile Internet is probably making to make a significantly more impact on our day-to-day lives than the PC based Internet, and in the process, also create new leaders and winners. The mobile Internet sure is big, but will it also necessarily go thro' a bubble before settling down?
The report is definitely worth a good read. You can find the executive summary embedded below and the two reports after the break. Be advised though, they are bulky.
Showing posts with label Mobile Internet. Show all posts
Showing posts with label Mobile Internet. Show all posts
Wednesday, December 16, 2009
Wednesday, October 21, 2009
Economy and Internet Trends Presentation
Mary Meeker from Morgan Stanley comes up with a data-rich presentation every year at the Web 2.0 summit. Some of the panels from this year's presentation are pretty telling. For instance, the massive drop in mobile Internet traffic to operator portals! True indeed, mobile is going to play an increasing role in the lives of consumers, and location adds the ideal topping. Mobile broadband is likely to hit its inflection point in developed countries, and find its feet in emerging markets in the coming year. Social network sites are rapidly replacing horizontal portals as the landing pages and walled gardens appear set to be relegated to being a relic of the past.
Check out the complete presentation below.
View more presentations from kvjs.
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