Mobile Will Be Bigger Than Desktop Internet in 5 Years

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Morgan Stanley 2.5MB PDF, Mary Meeker / Scott Devitt / Liang Wu:

  1. Wealth Creation / Destruction is Material in New Computing Cycles - Now in Early Innings of Mobile Internet Cycle, the 5th Cycle of Last Half Century.
  2. Mobile Ramping Faster than Desktop Internet Did and Will Be Bigger Than Most Think - 5 Trends Converging (3G + Social Networking + Video + VoIP + Impressive Mobile Devices).
  3. Apple Leading in Mobile Innovation + Impact, for Now - Depth of App Ecosystems + User Experience + Pricing Will Determine Long-Term Winners.
  4. Game-Changing Communications / Commerce Platforms (Social Networking + Mobile) Emerging Very Rapidly.
  5. Massive Data Growth Driving Carrier / Equipment Transitions.
  6. Growth / Monetization Roadmaps Provided by Japan Mobile + Desktop Internet.
Learn more about Virtual Properties' iPhone app here.

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This page contains a single entry by Jim Zellmer published on April 15, 2010 4:13 PM.

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