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《2009年摩根斯坦利最新移动互联网研究报告(英文版)》(671页).rar
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 likely Determine Long-Term
Winners.
4) Game-Changing Communications / Commerce Platforms (Social Networking +
Mobile) Emerging Very Rapidly.
5) Growth / Monetization Roadmaps Provided by Japan Mobile + Desktop
Internet.
6) Massive Data Growth Driving Carrier / Equipment Transitions.
7) Compelling Opportunities in Emerging Markets.
8) Regulators Can Help Advance / Slow Mobile Internet Evolution.