Computing Growth DriversMorgan Stanley’s 2009 report on trends in the mobile Internet marketplace makes for an important read for anyone doing business in 2010 and beyond. By anyone, I mean not only hardware, software, and wireless companies, but all small, medium, and large businesses including plumbers and dentists. They forecast that the Internet boom of the past 15 years will take a marked upward acceleration with the mobile web.

History suggests the mobile Internet has potential to create / destroy more wealth than prior computing cycles based on 10x user multiplier effect (from cycle to cycle, the number of users / units increases tenfold). Regarding pace of change, more users will likely connect to the Internet via mobile devices than desktop PCs within 5 years.

Here’s a Powerpoint of the 92-slide presentation from

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Download the full 2009 Mobile Internet Report directly from the Morgan Stanley web site.