At this week’s Web 2.0 Summit in San Fransisco, Morgan Stanley analyst Mary Meeker had a lot to say about the future of mobile computing, most of it strongly positive.


A few points from her presentation:

• Apple makes a great device, which has helped drive explosive growth in mobile computing
• The stock market is a leading indicator of economic recovery
• Mobile computing means carriers face “surging demand but uncertain economics”

Granted, these proclamations are hardly revelatory - in fact, they’re nothing you haven’t heard a few dozen times before. But while it’s hard to know what contribution (if any) yet another restating of such already thoroughly accepted truisms will make to the current level of reverberation going on within the echo chamber of technology and economics analysis, there was (as usual) a great deal of other useful information packed into her presentation.

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