Morgan Stanley: Mobile Future Bright

Posted by Sam Churchill on

Mary Meeker’s PowerPoint slide presentations, delivered for Morgan Stanley always cut to the chase with beauty and clarity. Zahid Ghadialy of the 3G/4G Wireless Blog has posted Meeker’s latest PowerPoint here on Slide Share.

Meeker has 8 key themes:

  • Wealth creation/desctuction is material in new computing cycles. We are in the 5th cycle.
  • Mobile is ramping faster than the desktop internet and will be bigger than most people think.
  • Apple is leading in Mobile innovation and impact for now. Pricing and other factors will determine long term winners.
  • Game changing platforms emerge rapidly (mobile + social networking)
  • Growth/Monetization roadmaps can be provided by looking at Japan.
  • Massive data growth is driving carrier and equipment changes.
  • Compelling opportunities in emerging markets
  • Regulators can help or slow mobile internet evolution.

Posted by Sam Churchill on Wednesday, September 8th, 2010 at 11:56 am .

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