Internet – The Meeker-report

Andrea gives, rightfully reluctantly, the most important and useful conclusions from the Morgan Stanly analyst Mary Meeker (so we do not have to read the whole report). Her positive take seems this time more justified than when she talked many investors into the first internet bubble, some years ago.
Her summary of comments is also useful: “China's internet underground gets it, i.e., they understand what's happening. They were the first to understand the importance and value of P2P, MP3 and podcasting, too. However, corporate IT types in China (and in the States, for that matter) don't really get it,” says one of them.