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.
Peruse the whole presentation here:
Anand Chokkavelu does not own shares in any company mentioned. You can follow him on Twitter. Google is a Motley Fool Rule Breakers pick. Apple, Amazon.com, and Nintendo are Motley Fool Stock Advisor selections. The Fool has a disclosure policy.