Internet trends as at June 2008

Morgan Stanley has released a research report on Internet Trends (June 2008). Some other Morgan Stanley Technology research is available here. I recommend reviewing the presentation.

Internet Trends, Morgan Stanley, July 2008

Table of contents:
1. Digital Consumer –Demand for Internet-enabled services / products is strong; enterprise playing catch up
2.Mobile –Innovation in wireless products is accelerating and wireless data take-up rates likely to accelerate
3.Emerging Markets –Pacing next wave of technology adoption
4.Cloud Computing –Shift to software-as-a-service (SaaS) for consumer / enterprise
5.Next Generation Data Center –Evolving to SaaSwith virtualization
6.Storage –Needs continue to ramp + underlying technologies changing rapidly
7.Recession –Uncharted territory in the modern era

Extract of some interesting points:

  • Social networking rapidly growing as a proportion of internet traffic
  • Internet advertsing growing at 26% per annum and averages USD288 per household. Newspapers advertising declining at 7% per annum with an average spend per household of USD818.
  • Google and Yahoo have 61% of online US advertising revenue.
  • Apple Iphone has nearly 30% of US Smartphone market within four quarters of launch.
  • Non-US markets lead usage penetration in many technology categories.
  • China has the largest number of mobile phones subscriptions, internet users, telephone lines and pay tv subscriptions.
  • The demand for storage is growing at 62% per annum. Demand by home users is growing faster than professional demand.
  • “US less relevant to global economy - US share of global GDP has declined steadily since 1999 from 24% of GDP to 21% in 2007. Asia/China is rising.
  • 2% of public technology companies create 100% of wealth.
  • 43% of global mobile subscribers in Asia, 8% in North America (vs. 33% in Asia and 16% in US in 2000)
  • 47% of global internet users in Asia, 17% in North America (vs. 30 in Asia and 35% in US in 2000)
  • 39% of Global Broadband users in Asia, 20% in North America (vs. 38% in Asia and 50% in US in 2000)

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About the Author

Marcus Cake

Marcus Cake is passionate about applying online social network concepts to transform financial markets and economic development. Please see the Summary page or Overview presentation. Marcus's primary project at Marcuscake.com is the launch of a public online industry network for the equity market . He is also keen to make a contribution, share knowledge and highlight other opportunities to apply online social networking elements including E-democracy, climate stability. Marcus Cake has 14 years experience as a venture capitalist, technology investment banker (mergers and acquisitions) and as a software entrepreneur. Please see Marcus Cake's profile. Profile (detailed) | Linkedin profile | Projects | Opportunities | What we do? Contact details | Projects | Opportunities! | My map location | Calendar (free,busy,location) | Videos (public,favourite,IPhone) | Presentations (private/public/favourite) | Twitter broadcasts

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