Microsoft PowerPoint - Web 2.0 Summit 101807.ppt

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Web 2.0 Summit - San Francisco. mary.meeker@ms.com / david.joseph@ms.com / richard.ji@ms.com. Compiled by Morgan Stanley Global Technology Team …

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Technology / Internet Trends
October 18, 2007
Web 2.0 Summit - San Francisco
mary.meeker@ms.com / david.joseph@ms.com / richard.ji@ms.com
Compiled by Morgan Stanley Global Technology Team
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Technology Trends
www.morganstanley.com/techresearch
?Tech stock performance strong reflecting future expectations - for now
?Consumer demand for Internet-enabled services / products is strong
?Innovation in wireless products is accelerating
?Storage needs continue to ramp
?Data center growth is robust
?Emerging markets pacing next wave of technology adoption
?Enterprises may be coming out of relative purchasing funk
?Recession(s) = very serious potential challenge…