摩根斯坦利：美国美国经济与互联网专题研究报告2009年10月(PPT)免费

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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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