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Monday
May172010

The dynamics of the Mobile Internet and the forces influencing its explosive growth

In this article, Brian digests Morgan Stanley's latest series of reports on the Mobile Internet and pulls out some important conclusions.

Not surprisingly, some of the key forces driving the accelerated growth of the mobile internet include location based services, social networking (Facebook in particular) and the rapid rise of the iPhone/iPod Touch ecosystem.

He goes on to point out that "Morgan Stanley views Facebook and Apple driving independent yet overlapping platforms that are forcing innovation in social and mobile connectivity and communications. Essentially, they are driving growth and ingenuity for one another while setting the stage for a new era of social networking."

Not only will the velocity of this market expansion dwarf that of the Desktop Internet, it will open new opportunities for wealth creation. According to Solis, one of the other key takeaways from the Morgan Stanley report is that ...

"Material wealth creation / destruction should surpass earlier computing cycles. The mobile Internet cycle, the 5th cycle in 50 years, is just starting. Winners in each cycle often create more market capitalization than in the last. New winners emerge, some incumbents survive – or thrive – while many past winners falter."

Exciting times to be in mobile methinks.

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