The Mobile Internet Report Key Themes*

Key Mobile Internet Themes…
1) Wealth Creation / Destruction Is Material in New Computing Cycles – Now
in Early Innings of Mobile Internet Cycle, the 5th Cycle of Last Half Century
– History proves that massive technology changes typically shift dynamics
between incumbents / attackers creating winners / losers. A handful of
incumbents (like Apple, Google, Amazon.com and Skype) appear especially well
positioned for mobile changes.
2) Mobile Ramping Faster than Desktop Internet Did and Will Be Bigger Than Most
Think – 5 Trends Converging (3G + Social Networking + Video + VoIP +
Impressive Mobile Devices) – The explosive Apple iPhone / iTouch ramp shows
us that usage of mobile devices on IP-based networks should surprise to the
upside for years to come. 3G adoption is hitting inflection points across many
markets, enabling consumers to engage in a broad range of IP-based usage
models (social networking / VoIP / video) via powerful mobile Internet-enabled
devices. We predict Smartphones will out-ship the global notebook + netbook
market in 2010E and out-ship the global PC market (notebook + netbook +
desktop) by 2012E.
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