If a "fifth wave" of computing is about to break, as analysts at Morgan Stanley clearly believe, the issue is who the wave's new winners and leaders will be.
The history of computing suggests that the companies that lead the prior wave do not lead the new wave.
Morgan Stanley seems to think that as social networking and mobility combine, a company such as Facebook could wind up in the "Mobile Internet Computing" leaders category.
Morgan Stanley also is high on Apple making the cut, as well. Should Apple pull that off, it would make history.
Wednesday, December 16, 2009
Mobile Internet Wave Coming: Who Wins?
Labels:
Apple,
Face,
mobile computing,
mobile Internet,
mobile Web
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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