via: MediaPost
Report: Mobile Web To Far Outpace Desktop Internet
Santa himself couldn’t have thought up a nicer gift to give mobile marketers for Christmas. Morgan Stanley just released a bulky report predicting that the mobile Web will eventually be “at least 2x size of Desktop Internet.”
Driven by 3G adoption and the increasing popularity of smartphones, the financial services provider predicts that smartphones “will out-ship the global notebook + netbook market in 2010E and out-ship the global PC market (notebook + netbook + desktop) by 2012E.”
In particular, Morgan says that Apple’s iPhone/iTouch/iTunes ecosystem “may prove to be the fastest ramping and most disruptive technology product / service launch the world has ever seen,” while “a handful of incumbents (like Apple, Google, Amazon.com and Skype) appear especially well positioned for mobile changes.” (Says the Report about the Mobile Wed).
As ReadWriteWeb notes, “The firm has always been bullish on mobile Internet, as Mary Meeker’s Web 2.0 conference presentations over the years show.”
Even more ominously, Fortune‘s Apple 2.0 blog says that this latest report, “was intended to be a follow-up to Mary Meeker’s 1995 ‘The Internet Report,’ which became known as ‘the bible’ of the dot-com boom.” (For those of you who were stranded on a dessert island, that boom was followed by an equally remarkable bust.)
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