Morgan Stanley: In this report, Morgan Stanley makes a number of predictions about the mobile Internet, including:
Material wealth creation / destruction [in the mobile Internet cycle] should surpass earlier computing cycles.The mobile Internet is ramping faster than desktop Internet did, and we believe more users may connect to the Internet via mobile devices than desktop PCs within 5 years.
Five IP-based products / services are growing / converging and providing the underpinnings for dramatic growth in mobile Internet usage 3G adoption + social networking + video + VoIP + impressive mobile devices.
Apple + Facebook platforms serving to raise the bar for how users connect / communicate.
Emerging markets have material potential for mobile Internet user growth.