Here is the latest offering from Mary Meeker of Morgan Stanley. Thought provoking as always.
My main takeaways:
- mobile web really set for mass market adoption (crossing the chasm) from 2010
- this should coincide with recovering advertising spend and technology spend
- Amazon and Google are well placed
- Microsoft and Yahoo! are not
- online ad inventory in over supply; she does not mention mobile but this is the case in mobile too.
Lots to ponder.
Thursday, 6 November 2008
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