[NANOG] Roport on internet business

Richard Bennett richard at bennett.com
Wed Dec 23 17:11:36 CST 2009


It's actually available for free on the World-Wide Internet at 
http://www.morganstanley.com/institutional/techresearch/pdfs/Mobile_Internet_Report_Key_Themes_Final.pdf 
, but you can purchase a paper copy if you'd rather. It's pretty slow 
going as it's mostly power points, some with lots and lots of words, but 
some of the graphs and insights are intriguing, esp. as they related to 
the non-USA parts of the world.

The authors are pretty well convinced that the demand for more wireless 
spectrum will be handled by spectral efficiency improvements and 
deployment of more towers, they stress the importance of replacing 
copper with fiber and microwave in the middle mile, and don't think the 
telcos are doing the right things. There's a lot of discussion about how 
the wireless networks will handle voice and best-efforts at the same 
time which many will find troublesome, I suppose, but overall I'd give 
it 4 out of 5 stars.

RB

On 12/23/2009 3:01 PM, Scott Weeks wrote:
> --- takashi at cpqd.com.br wrote:
> From: "Takashi Tome"<takashi at cpqd.com.br>
>
> Morgan Stanley has released a very interesting report on internet business with some tips to net operators:
>
> http://www.morganstanley.com/institutional/techresearch/mobile_internet_report122009.html
> -------------------------------------------------------
>
>
> It must be purchased:
>
> ----------------------
> The Mobile Internet Report
>
> To receive a printed copy of The Mobile Internet Report, please contact your Morgan Stanley Representative. To purchase a copy, please click here.
> ----------------------
>
> scott
>
>    





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