Thursday October 06, 2005
Thursday October 06, 2005 Mary Meeker - the Managing Director of Morgan Stanley's global technology research team - took the Web2.0 audience on a fast-paced, energetic walk through her view of Internet Trends this morning. Wow. I didn't think I could meet someone who talks faster than Bryan but Mary can certainly give him a run for his money. I type almost as fast as she talks but it turns out that I didn't need to - Mary's Internet Trends preso is available online - found via the Morgan Stanley TechResearch page. Rich Sharples is also in San Francisco today and blogged his thoughts on Meeker's eBay/Skype discussion here. Mary and team at Morgan Stanley are bullish about the opportunities (and the potential dislocations) in the internet and mobile internet technology areas. And ... Mary provided a healthy reminder that the mobile internet business is dramatically different outside the US. Here's an area where those of us who fly the star spangled banner are way way behind. Bottom line - if you're interested in tech and you're interested in trends - check out Mary's slides.
Technorati Tag: Web 2.0
Technorati Tag: web2con
(2005-10-06 16:08:18.0) Permalink
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