Morgan Stanley released this presentation on current state of technology and internet, and key trends that they see. Besides being a good overview, couple of things that I found interesting:

  • The globalization of technology markets
  • Consumers and not Enterprise is becoming key driver of technology adoption (not just the internet, but beyond that)
  • The shift from enterprise to consumers, not just on the internet, but in other pieces of technology as well, is something I found particularly interesting,
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