Internet Trends 2010 by Morgan Stanley Research
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The latest Internet Trends Report from Morgan Stanley analyst Mary Meeker is finally available following her talk at the CM Summit yesterday, and hot off the heels of the iPhone release, it's no surprise that it's all about mobile. Her reports often make interesting reading, and this year's is no exception.
She predicts that smartphone's will outsell 'feature' phones by 2011 and laptops and desktops by 2012. She also points to a recent rise of innovation thanks to Apple and Facebook. It's an interesting read especially the slide showing the speed of the rise in the mobile internet via the iPhone and iPod touch compared to that of the desktop Internet via Netscape and AOL. All interesting stuff.
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