Morgan Stanley on Mobile Internet
Posted in Newsy kind of commentary, Trends From Elsewhere on October 22nd, 2009 by Chris – Be the first to commentMary Meeker‘s presentation from Tuesday’s Web 2.0 summit is rapidly approaching Sequoia momentum (mementum?), but still worth a good close look for anyone that’s been living in a cave for the last couple of days.
Great data in particular on the underplayed market potential of mobile, although readers will not be surprised to learn that we view the heavy emphasis on Apple with some skepticism