[Tribu-android-gestion] [android] The Mobile Internet Report (Morgan Stanley)

[Pedro de las Heras Quirós]

Cientos de transparencias.


We decided to create most of this report as a
PowerPoint presentation and publish it on the web, expecting that bits
and pieces of it will be cut /
pasted / redistributed and debated / dismissed / lauded. Our goal is
to get our thoughts / data into
the growing conversation about what may be the biggest technology
trend ever, one that may help
make us all more informed in ways that are unique to the web circa
2009, and beyond.


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Our 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.
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http://www.morganstanley.com/institutional/techresearch/mobile_internet_report122009.html
	


Saludos,
--
Pedro de las Heras Quirós