Tuesday, October 23, 2007

India gaining ground in tech-media-telecom

It is interesting to see Morgan Stanley's presentation at the recently concluded Web 2.0 summit: Technology/Internet Trends:
  • India has moved up from 6th (2004) to the 5th place (2006) in the TMT (technology, media, telecom) rankings. Its now only behind USA, China, Japan and Germany. This seems inline with their earlier forecasts where they had estimated India to finally occupy the third place (behind China and the US) in the rankings by 2010.

  • The fastest Internet growth seems to be in non-US markets with Asia leading the charge

Some noteable viewpoints from their earlier research presentations:
- "We believe investors underappreciate the capacity of value-added mobile computing services to improve customer satisfaction and generate wealth"
- "Over the next 2-3 years, we expect the relationship between PCs and mobile devices will evolve into more of a clientserver environment. Users likely will spend more time on their home PCs using self-programmed products like My Yahoo! to customize the type of content that will be made available to their mobile devices."
- "Revenue streams for broadband and mobile Internet now differ, but will likely grow to resemble each other"
- "... in most TMT markets, a handful of companies dominate the market. ...We believe marketshare leaders in the largest markets often have the greatest revenue and earnings potential. ... those companies that we believe are best positioned in the leading market segments are often, but certainly not always, best-positioned in global markets. Economies of scale, alliances, learning curves, and the skills that come with and help create success in highly competitive markets are all factors that we think tend to apply outside of home markets."
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