Morgan Stanley: State of the Internet 2010 report

Morgan Stanley has released the 2010 edition of State of the Internet (pdf) report. The report primarily highlights the exponential growth of the mobile web in coming years. It hints that Mobile Will Be Bigger Than Desktop Internet in 5 Years and then takes a deep dive into mobile internet. The report shares deep analysis of the following:

1.Wealth Creation / Destruction is Material in New Computing Cycles – Now in Early Innings of Mobile Internet Cycle, the 5th Cycle of Last Half Century.
2.Mobile Ramping Faster than Desktop Internet Did and Will Be Bigger Than Most Think – 5 Trends Converging (3G + Social Networking + Video + VoIP + Impressive Mobile Devices).
3.Apple Leading in Mobile Innovation + Impact, for Now – Depth of App Ecosystems + User Experience + Pricing Will Determine Long-Term Winners.
4.Game-Changing Communications / Commerce Platforms (Social Networking + Mobile) Emerging Very Rapidly.
5.Massive Data Growth Driving Carrier / Equipment Transitions.
6.Growth / Monetization Roadmaps Provided by Japan Mobile + Desktop Internet.

The report is authored by Mary Meeker, Scott Devitt and  Liang Wu and more is available about the report on GigaOm

Image Credit : Morgan Stanely

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