摩根斯坦利：20091009 Economy + Internet Trends Web 2.0 Summit

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Economy + Internet Trends Outline

•Financial Market + Economy Update / Dashboard
1.Financial Markets Have Rebounded, Technology Sector = Relatively Impressive.
2.Leading Economic Indicators Seem to Have Turned Corner, Coincident / Lagging Indicators Still Weak.

•Mobile = Incremental Driver of Internet User / Usage Growth
1.Mobile Internet Usage Is and Will Be Bigger than Most Think.
2.Apple Mobile Share Should Surprise on Upside Near-Term.
3.Next Generation Platforms (Social Networking + Mobile) Driving Unprecedented Change in Communications + Commerce.
4.Mobile in Japan + Desktop Internet Provide Roadmaps for Mobile Growth + Monetization.
5.3G Adoption / Trends Vary By Geography.
6.Carriers in USA / W. Europe Face Surging Network Demand But Uncertain Economics.
7.Regulators Can Help Advance / Slow Mobile Internet Evolution.
8.Mobile-Related Share Shifts Will Create / Destroy Material Shareholder Wealth

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关键词：Internet Economy Summit Intern Trends 电子商务 互联网