Updated Morgan Stanley Mobile Internet Report 2009 (full)

In case you have a lot of time…here is Morgan Stanley’s full report on the Mobile Internet 2009 published 15 Dec 2009:

Key takeaways and links to summaries of the report can be found here: http://www.morganstanley.com/institutional/techresearch/mobile_internet_report122009.html

Team Morgan Stanley’s key takeaways are:
Material wealth creation / destruction should surpass earlier computing cycles. The mobile Internet cycle, the 5th cycle in 50 years, is just starting. Winners in each cycle often create more market capitalization than in the last. New winners emerge, some incumbents survive – or thrive – while many past winners falter.

The mobile Internet is ramping faster than desktop Internet did
, and we believe more users may connect to the Internet via mobile devices than desktop PCs within 5 years.

Five IP-based products / services are growing / converging
and providing the underpinnings for dramatic growth in mobile Internet usage – 3G adoption + social networking + video + VoIP + impressive mobile devices.

Apple + Facebook platforms serving to raise the bar
for how users connect / communicate – their respective ramps in user and developer engagement may be unprecedented.

Decade-plus Internet usage / monetization ramps
for mobile Internet in Japan plus desktop Internet in developed markets provide roadmaps for global ramp and monetization.

Massive mobile data growth is driving transitions
for carriers and equipment providers.

Emerging markets have material potential for mobile Internet user growth. Low penetration of fixed-line telephone and already vibrant mobile value-added services mean that for many EM users and SMEs, the Internet will be mobile.

Advertisements
This entry was posted in Uncategorized. Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s