Morgan Stanley analysts presented their latest thoughts on all things Internet at the CM Summit in New York City on June 7. Flipping through their PowerPoint presentation, a few items of note pop out for tech investors.

  • For Research in Motion (Nasdaq: RIMM), Apple (Nasdaq: AAPL), and Google (Nasdaq: GOOG) shareholders: By 2012, smartphone shipments are expected to exceed computer shipments.
  • For Apple investors: The iPod took about a year to reach a million units sold. The iPhone took 74 days. The iPad? Just 28 days! Of course, Nintendo's Wii took only 13 days ...
  • For Amazon.com (Nasdaq: AMZN) investors and other cloud-computing investors: The quality of consumer cloud computing has led business cloud computing, but the latter is expected to ramp up as wireless-device adoption and decreased security concerns goose the demand for quality cloud computing at work.
  • For most every tech investor: By 2020, there will be an estimated 10 billion mobile Internet devices -- including smartphones, cell phones, tablets, global positioning systems, gaming, etc.
  • Just interesting: Social networking passed email in terms of time spent in 2007 and in terms of users in 2009.

Peruse the whole presentation here:

Internet Trends 2010 by Morgan Stanley Research
View more presentations from CM Summit: Marketing in Real Time.