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Old 28th June 2006, 12:37 AM
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Global Internet Trends

Morgan Stanley report on Global Internet Trends.

http://www.morganstanley.com/institu...ends040106.pdf
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Old 28th June 2006, 02:15 AM
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Re: Global Internet Trends

Great article. Thanks Ravi! So the jury says, mobile internet is here to stay.

Highlights:

* If past is prologue, Mobile Internet will likely be bigger (based on aggregate wealth creation) and have more reach (based on global users) than cycles that have come before it.

* Mobile Internet represents a new computing cycle Mainframe -> Minicomputer -> PC -> PC Internet -> Mobile Internet

* Unlike past cycles, US is follower, not leader


*This is much bigger than what we saw 10 years ago [with the PC Internet].
- Jonathan Sacks, MFORMA CEO

* Most people’s first computing experience will be via a cell phone.
- Eric Rudder, SVP, Technical Strategy, Microsoft

* Mobile May Help Drive Local Growth

The data seem a bit outdated though: Mobile Phones in Users in India shown as 40 mil. However, this figure is 100 mil.
http://au.news.yahoo.com/060608/19/zap2.html

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Originally Posted by a2zofb2b
Morgan Stanley report on Global Internet Trends.

http://www.morganstanley.com/institu...ends040106.pdf
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