http://morganstanley.com/institutional/techresearch/pdfs/Trends040106.pdf (Caution: 7MB+ file)
Good report on global state of internet and mobile, challenges and BIG opportunities.
Couple of interesting items:
1. The centre of usage on mobile is shifted way far from US — can this be translated into a shift in value creation?
2. The premium mobile market is as big as internet advertising, but wealth creation is far lesser — does the breaking of walled gardens, and public wifi/wimax services hold the future to wealth creation in mobile,
and tons others that you will find
(thanks for spreading it, Udhay!)
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That’s quite an interesting report. Thanks for sharing.