There are many insights in the 68 page slide show [link to Scribd] used this week by Mary Meeker of Morgan Stanley. It's her latest annual prognosis on where IT is heading. Among the noteworthy pages are 39 and 46.
Meeker is a well known Wall Street IT analyst. You can read her short profile on CrunchBase. Her Wikipedia profile ends with this sentence: "As of October 2009, Meeker is a managing director at Morgan Stanley, serving as leader of the investment bank's global technology research team."
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