Internet Themes for 2004: Meeker’s Analysis

Another report by Mary Meeker (read below)…this time, it is an 81-page presentation that focuses on the twelve key trends that the Morgan Staley Internet team believes are driving changes for many aspects of the Internet.

The 12 trends as enumerated by them:

1) We believe the Internet should prove to be the growth distribution channel of the decade

2) Search/find/obtain (SFO) is becoming a global reality and may be the next ‘killer application’ of the Internet

3) Residential broadband (with an estimated 88MM global subscribers as of CQ4:03) has hit critical mass, and pricing continues to decline

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