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Economy and Internet Trends

For those interested in a view to the future, I just reviewed a presentation made by Morgan Stanley analyst Mary Meeker at the recent Web 2.0 Summit in San Francisco.  Her presentation covered two topics--the economy and internet trends.  On the former, her comments seem to reflect the mainstream view that the economy is recovering but that there are still some problem areas.  Among those, she highlights unemployment, government and personal debt levels, and weak consumer confidence.

The more interesting part (to me) begins with slide #28 where she focuses on the explosive growth of the mobile internet.  In a nutshell she thinks that access to the internet via smart phones and other mobile devices will be bigger than most of us think, and will have a profound impact on technology development in the future.  A big part of this will be the marriage of social networking and mobile computing, leading to new ways to connect with one another and gather information.  As in all such great technology shifts, there will be winners and there will be losers. 

The powerpoint slides from her talk can be found here:  http://tinyurl.com/yg3n9bp  
 

Comments

I was told the same thing in web design classes recently - that all the coming jobs and big money are in mobile app development.

Ms. Meeker's comments fall into line with other analyst presentations. Though she got hammered in an arbitration case here in '05 over DOTcom picks that bombed.
That said, the transitions before us are indeed proving to be lightning quick, which is why Nstein's 1.0 mobile reporting option has attracted my attention. While their forthcoming text mining suite is a key step for all of us, is there any chance we'll be buying into the 1.0 product in the short- to intermediate term?

thnx

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