by alec on April 28, 2008
Morgan Stanley’s Internet Trends report for March of 2008 is out. You may have seen the reports from TechCrunch, where Michael Arrington has focused nearly entirely on the social networking trends.
I also found the mobile trends, starting on slide 42, to be dramatic.
Morgan Stanley is forecasting that the inflection point for 3G service will come in 2009, as greater than 20% of the global mobile user base will be 3G subscribers.
The iPhone’s adoption rate is crushing all previous records. The presentation (perhaps unfairly) compares iPhones adoption to RIM a decade ago, but the point is striking nonetheless. Apple’s timing is uncanny, hitting the market at the instant that smartphone adoption is finally taking off.
It’s a dense presentation, but worth a view. Too bad that SlideShare is such a sucky way to read all the microscopic type on the slides.
by alec on April 28, 2008
Today we talked with Kleer VP Ron Glibbery about their innovative audio technologies and the markets for them. By way of background, Kleer is a fabless semiconductor company that has developed the first wireless audio technology to combine high quality audio with low power consumption to address portable, home and automotive audio markets. Kleer’s patented radio architecture delivers lossless CD-quality digital stereo audio, while achieving 10 times the battery life of a comparable Bluetooth solution.
I’ve heard headphones built with the Kleer chipset. They sound GREAT! Recently, their technology has made its way into products from Sennheiser and RCA. Soon we’ll all be able to get our hands on these.
On the call this morning: Dan York, Ken Camp, James Body, Steve Sokol, Jeanette Fisher, Brad Jones, Ian Hood, Sheryl Breuker, Susan Verrecchia, Kyoko Kataoka, Ron Glibbery, and James Elrick.
