RE: Why SVC will grow leaps and boundsThe report they are refering to can be downloaded on the Morgan Stanley web site. I have read the entire report (424 pages) and it is a must read for anyone who wants to understand and benefit from the coming mobile revolution. One of the key point mentioned over and over is that data usage volume from smartphones will grow at a much faster rate than revenues for telcos. This will force telcos to better manage their networks, like forcing heavy users to pay their due part. They will need solutions like those proposed by Sandvine. The company is not cited in the report but it is clear that Sandvine can be part of the solution. Dragonwave is cited a few times for their microwave backhaul solutions.
https://www.morganstanley.com/institutional/techresearch/mobile_internet_report122009.htmlThe Mobile Internet Report
December2009
Our globaltechnology and telecom analysts set out to do a deep dive into the rapidlychanging mobile Internet market. We wanted to create a data-rich, theme-basedframework for thinking about how the market may develop. We intend to expandand edit the framework as the market evolves. A lot has changed since wepublished “The Internet Report” in 1995 on the web.
We decidedto create The Mobile Internet Report largely in PowerPoint and publish it onthe web, expecting that bits and pieces of it will be cut / pasted /redistributed and debated / dismissed / lauded. Our goal is to get our thoughtsand data into the conversation about what may be the biggest technology trendever, one that may help make us all more informed in ways that are unique tothe web circa 2009, and beyond.
We presentour thoughts in three ways:
1) “TheMobile Internet Report Setup”– a 92-slide presentation that excerpts highlightsof the key themes from the report.
2) “TheMobile Internet Report Key Themes” – a 659-slide presentation that drills downon thoughts covered in “The Mobile Internet Report”.
3) “TheMobile Internet Report” – a 424 page report which explores 8 major themes indepth and includes the two aforementioned slide presentations + relatedoverview text.
Our keytakeaways are:
Materialwealth creation / destruction should surpass earlier computing cycles. Themobile Internet cycle, the 5th cycle in 50 years, is just starting. Winners ineach cycle often create more market capitalization than in the last. Newwinners emerge, some incumbents survive – or thrive – while many past winnersfalter.
The mobileInternet is ramping faster than desktop Internet did, and we believe more usersmay connect to the Internet via mobile devices than desktop PCs within 5 years.
FiveIP-based products / services are growing / converging and providing theunderpinnings for dramatic growth in mobile Internet usage – 3G adoption +social networking + video + VoIP + impressive mobile devices.
Apple +Facebook platforms serving to raise the bar for how users connect / communicate– their respective ramps in user and developer engagement may be unprecedented.
Decade-plusInternet usage / monetization ramps for mobile Internet in Japan plusdesktop Internet in developed markets provide roadmaps for global ramp andmonetization.
Massivemobile data growth is driving transitions for carriers and equipment providers.
Emergingmarkets have material potential for mobile Internet user growth. Lowpenetration of fixed-line telephone and already vibrant mobile value-addedservices mean that for many EM users and SMEs, the Internet will be mobile.