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This page contains all of the posts and discussion on MemeStreams referencing the following web page: Mary Meeker Morgan Stanley - Mobile Internet about to blow up. You can find discussions on MemeStreams as you surf the web, even if you aren't a MemeStreams member, using the Threads Bookmarklet.

Mary Meeker Morgan Stanley - Mobile Internet about to blow up
by Decius at 9:13 pm EDT, Oct 25, 2009

Morgan Stanley analyst Mary Meeker gives an excellent macro Internet presentation at Web 2.0 Summit each year.
This year, Mary focused on the economy and mobile Internet.
The entire presentation is embedded below (courtesy of Morgan Stanley). The section on Mobile starts on page 28.

iPhone adoption is growing faster than Netscape grew - 2010 is the inflection point as AT&T roles out ~10MBPS access that works with existing phones.

First time in a long time I've read optimistic economic data.

RE: Mary Meeker Morgan Stanley - Mobile Internet about to blow up
by noteworthy at 9:31 pm EDT, Oct 25, 2009

Decius wrote:

First time in a long time I've read optimistic economic data.

Bear in mind that this optimistic data floats on a sea of risk:

New Home Sales Off Historic Lows But Way Below 'Normal'
Consumer Credit Card Defaults Rising
Residential Mortgage Defaults at All-Time Highs & Rising
Unemployment High & Rising - USA at 10% in 9/09 vs. 6% Y/Y
Debt Levels at Historic Levels & Rising, USA Government Leading Charge

(From my link to Meeker's presentation, posted Thursday)