We Read The Morgan Stanley Mobile Internet Report So You Don't Have To
The research unit of US Investment Bank Morgan Stanley today released a triple threat evaluation of the mobile internet industry, including a 422-page report, 692-page presentation, and a 92-page "summary" of the aforementioned. There's just something about speculative research from financial institutions that seems so rational, pure, and free of the enthusiastic support that those in the industry like to give each other. The report starts by stating that we are in the early part of the fifth major technology cycle of the last fifty years, and that as each new cycle unfolds, "the number of devices and users rises by a factor of ten." It continues by stating, "the winners in each new innovation cycle create more market capitalization than the winners of the last cycle."
Given that positive outlook, lets take a look at how the rest of the report breaks down, and what it could mean for mobile internet entrepreneurs in Northern Europe.
