Mobile Internet – Up to Speed and Investing in 101 Links

Morgan Stanley created an incredible theme based report speculating on how the mobile internet market may develop. On this page, I plan to link to articles that support each theme.

The ultimate goal is to discover investable companies in the mobile internet arena. I made serious dollars investing during the desktop internet cycle. Unfortunately, I gave most of it back. Check back here often and follow me on twitter @TrendRida as this time we make it and keep it.

Note: Comments are open for a reason. Make suggestions and together we will make this a better document. Thanks $$

Stage Setters

• Why Mobile Data Services (or ‘Mobile Internet”) is ‘better’ than old legacy PC based internet – Excellent analysis. Establishes the context for the references that follow.
• Seventh Mass Media Channel - a new concept: mobile phones as mass media

• Mobile Trends 2020 – predictions by the who’s who of mobile
• 2010 Mobile Influencers: Trend Predictions in 140 Characters by TrendSpotting
• The Big Picture “All Stats” Total View to Mobile Industry, 2010 Edition

Morgan Stanley Mobile Internet Report

• The Mobile Internet Report – a 424 page report which explores 8 major themes in depth
• The Mobile Internet Report Setup – a 92-slide presentation that excerpts highlights of the key themes from the report
• The Mobile Internet Report Key Themes – a 659-slide presentation that drills down on thoughts covered in “The Mobile Internet Report”
• A Twitterable summary of each of the themes

I. 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.

The Challenge:

• Rethinking ‘Crossing The Chasm – The winners must effectively navigate the gap between early adopters and the mass market.
• Geoffrey Moore Crossing the Chasm – Overview Podcast
• Crossing the Chasm 2.0 – Geoffrey Moore PowerPoint
• The Six Secrets to Mobile Computing Success

The Players:

• The Lay of the Land – Company positioning per Morgan Stanley as of Dec. ‘09
• Reshaping the Competitive Landscape – Huawei
• The 25 Biggest Companies in Mobile by Revenue
• How to Really Think About “For Chip Makers, the Next Battle is in Smartphones” – Chris Versace

• Smartphone Bloodbath 2010
• Android vs. iPhone: Let’s Get Ready to Rumble – PC World
• Android Or iPhone? Wrong Question – Bill Gurley
• Apple vs. Google – Business Week

• The Collapse of Microsoft’s Mobile Business – Business Insider
• Microsoft Reboots Its Mobile Business – Silicon Alley Insider
• Intel and Nokia Team Up on Mobile Software – New York Times
• The Rising Stars of Mobile Marketing – Media Connection
• App Wars – Analysis of the players and the issues
• Why Adobe Should Change its Mobile Strategy (again) – Vision Mobile

• Cramer’s Mobile Internet Tsunami Stocks – Some potential winners
• 4 Stocks for Mobile Communications – Zacks
• Magical Mobile Stocks – Forbes

II. The mobile Internet is ramping faster than desktop Internet did, and we believe more users may connect to the Internet via mobile devices than desktop PCs within 5 years.

• No Stopping the Mobile Internet Growth
• What Does it Mean to You, When Google says “Mobile First”
• Will the Rapid Growth in Data Traffic Overwhelm Wireless Networks? – The Economist

III. Five IP-based products / services are growing / converging and providing the underpinnings for dramatic growth in mobile Internet usage – 3G adoption + social networking + video + VoIP + impressive mobile devices.

• 3G - Third Generation of Mobile Cellular Technology Wikipedia
• 3G Mobile in China – 8 Things You Need to Know
• Phone Giant Bullish on 3G Adoption – China Mobile
• 4G – Fourth Generation of Mobile Cellular Technology Wikipedia
• AT&T, Verizon and Sprint 4G: Not So Fast

• Social Media Revolution – 1.5Million views on You Tube
• The Future of Mobile is Social & Contextual
• Monetizing Social Networks – The Four Dominant Business Models
• 7 Questions Organizations Must Ask about their Plans to Leverage Social Networking
• Social IPO? Hype Accumlates for 2010 Offerings

• What is Mobile Video’s Future? – Mashable dot com
• Survey Shows Content Owners Interested in Mobile Video & Webcasting in ‘10
• Mobile Video Usage Grows Exponentially
• The State of Mobile Video: Promise vs. Progress

• Voice Over Internet Protocol (VoIP): Wikipedia
• Whitepaper: Mobile VoIP – Approaching the Tipping Point Feb 2010

• Smart Phone – Wikipedia
• Confused? Let Us Find Your 5 Best Cell Phones: About dot com
• Best Phones for 2010: Video of the Hottest Handsets
• Nexus One vs iPhone 3GS vs Droid vs Pre: The New Generation of Smart Phones

• IBM Business Value Study – Should Mobile Internet Services be the Next Big Growth Gamble for Mobile Device Makers?

IV. Apple + Facebook platforms serving to raise the bar for how users connect / communicate – their respective ramps in user and developer engagement may be unprecedented.

• Apple’s Game Changer, Downloading Now – New York Times
• Deconstructing Apple Part 1 – WSJ Blogs
• Deconstructing Apple Part 2 – WSJ Blogs
• Apple: The New Microsoft – Henry Blodget
• Apple COO: We’re A Mobile Device Company
• Is Apple iPhone Now Unstoppable in the Mobile Platform Wars?

• Facebook Company Profile – CrunchBase
• Facebook Outlines Mobile Strategy at MWC 2010
• Why Facebook’s Future is Mobile – Gigaom

V. Decade-plus Internet usage / monetization ramps for mobile Internet in Japan plus desktop Internet in developed markets provide roadmaps for global ramp and monetization.

• Location, Mobile, Display and Viral Video: Advertising Age
• Video-based Geolocalization: Yes  Mobile Video Commerce: Not Yet
• 2010 Mobile Commerce Trends – Bloomberg / Sybase 365
• iPhone Credit Card Swipe Wars Heat Up – CNN Money
• Mobile Banking’s Next Big Market: The United States? – Harvard Business Review
• What Will be the Major Trends in Mobile Marketing in 2010? – Mobile Marketer
• Starbucks Fans Can Become ‘Baristas’ on Foursquare – New York Times

• Global Smartphone App Download MKT Could Reach $15 Billion by 2013
• Inside the App Economy – Business Week

VI. Massive mobile data growth is driving transitions for carriers and equipment providers.

• Global Mobile Data Traffic Forcast 2009-20014 – Cisco Systems
• Mobile Data Growth Boosting Backhaul Demand – GigaOm
• Mobile Data Growth Could Damage Profits – Reuters

VII. Emerging markets have material potential for mobile Internet user growth. Low penetration of fixed-line telephone and already vibrant mobile value-added services mean that for many EM users and SMEs, the Internet will be mobile.

• Emerging Markets and Data Will Drive Global Mobile Growth to 2013 – MIS Asia
• China Mobile Internet Market Overview 2010
• Telecoms in the Emerging Markets – Economist Special Report
• China and India are the World’s Biggest Wireless Players – HSBC
• Growth in Emerging Markets will Sustain Symbian – EE Times
• The Apple Tablet’s Role in Emerging Markets – Appfrica