"Apple has a two or three-year lead" in mobile internet domination

Philip Elmer-DeWitt has an excellent article over at Fortune's Apple 2.0 blog on Morgan Stanley's The Mobile Internet seminar. The article is full of juicy tidbits, but here is the main course:

Based on past performance, according to Morgan Stanley, Apple is in the "pole position" in the race to dominate mobile Internet computing, which is supposed to be for the 2000s what desktop Internet computing was for the 1990s, personal computing for the 1980s, mini computing for the 1970s, and mainframe computing for the 1960s.

"Apple has a two or three-year lead" according to Katy Huberty, thanks to an installed base of 57 million handsets, 100,000 apps and 200 million iTunes subscribers with credit card numbers on file.

Another interesting tidbit that DeWitt spotlights is a diagram that compares Facebook's 350,000 apps and 137% year-over-year growth with the iPhone's 100,000 apps and 163% growth. As DeWitt points out, "The place where Mark Zuckerberg's 430 million users overlap with Steve Jobs' 57 million is the sweet spot of the mobile Internet. It's here, according to Morgan Stanley, where we find the future of computing."

Be sure to check out DeWitt's article, as it's a great read, but if you want to delve deeper, you can check out the 92 slides of the Morgan Stanley presentation, the 659-slide "key themes" presentation, and the massive 424-page Mobile Internet Report, all in PDF format.

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Source: http://brainstormtech.blogs.fortune.cnn.com/2009/12/16/morga…

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Analysis / Opinion Internet Apple iPhone iPod touch

Philip Elmer-DeWitt has an excellent article over at Fortune's Apple 2.0 blog on Morgan Stanley's The Mobile Internet seminar. The...

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Shunnabunich

Makes one wonder why they're lumping in data from Pasen, a completely separate company based in China, with Apple's data. And also why they're not including results for the iPod touch with the iPhone. (Not to mention...does "MM" stand for "million million", or "millimeters", or something else?)

Incoming "you're a big dumb poopyhead for not calling the iPod touch something it's not" posts in 3...2...1...

December 17 2009 at 5:11 PM Report abuse Permalink rate up rate down Reply

JimiLok

So Apple will dominate mobile internet computing, doing for the 2000s what desktop internet did in the 90s, yadda yadda yadda.

Too bad the 2000s will be over in about 2 weeks... great forecasting as always from Morgan Stanley.

December 16 2009 at 5:49 PM Report abuse Permalink rate up rate down Reply

Erika

i-mode wins, since all the subscribers of it are only in Japan.

December 16 2009 at 3:32 PM Report abuse Permalink rate up rate down Reply

DarkFoxDK

That graph is totally useless..

They're comparing users of a device that launched in 2007, to users of ISPs that launched in the 90'ies...

December 16 2009 at 12:29 PM Report abuse Permalink rate up rate down Reply

Tony

How old is this? I saw that same graph on 9to5mac about 6 months ago..

Slow news day/week I guess.

December 16 2009 at 12:21 PM Report abuse Permalink rate up rate down Reply

Ryan

Interesting information but it is irrelevant if iTunes has 200 million credit cards on file. It costs nothing to use wifi on the iPod Touch (got it right).

December 16 2009 at 11:33 AM Report abuse Permalink rate up rate down Reply

Fred

The word "iTouch" makes me want to punch people in their naughty bits.

December 16 2009 at 11:13 AM Report abuse Permalink rate up rate down Reply

mikeyrogers

I'm sorry but anyone who refers to the iPod touch as the iTouch loses any and all credibility in my book.

Learn the product names if you want to be taken seriously, please.

December 16 2009 at 10:04 AM Report abuse Permalink rate up rate down Reply

8 replies to mikeyrogers's comment

I have a two or three-year lead in mobile gadgetry early adoption domination.

December 16 2009 at 9:57 AM Report abuse Permalink rate up rate down Reply