Tag Archives: Morgan Stanley

Morgan Stanley Internet Trends 2010

Another killer presentation from Mary Meeker, Morgan Stanley analyst and so called “Queen of the Net” who, at the CM Summit in New York a few days ago, gave another typically data-heavy but hugely insightful overview of the rapidly changing face of the internet. Read More »

iPad killing netbook sales

That didn’t take long. Netbook sales have hit a wall thanks to pent-up demand and early hype for Apple’s iPad.

A research note from Katy Huberty of Morgan Stanley found that the netbook market has collapsed from an astounding 641% year-over-year growth rate in July ’09 to just 5% in April.

Demand for low-cost, low-powered netbooks peaked last summer but fell off a cliff in January and shrank again in April, which, according to Huberty, is due to the January introduction and April launch of the iPad.
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Location Based Social Media – The Next Battleground?

You’ve no doubt heard it before that location is the next big thing. It’s about to get much bigger. With Facebook about to announce new location-based features at their developer conference late this month, location is about to take a giant leap forward.

Combine that with talk of a Foursquare sale, and the growing list of companies (FT and Starbucks being only the most well-known)  starting to use Foursquare check-ins as a whole new form of promotional CRM, and this space is rapidly becoming a hot-bed of focus and innovation. Read More »