Morgan Stanley analyst Mary Meeker has taken the stage here at Web 2.0 to present on Internet trends and we’ve got a preview of the slides for her “Ten Questions Internet Execs Should Ask And Answer” presentation, which I will be live blogging here.
Thus far she’s hit “Do you know which players in which countries
do what you do better (or at least differently) than you do?” and pointed out that the 5 markets to watch in 2011 will be the US, Japan, Indonesia, China and Brazil.
Feeling positive about the state of advertising, Meeker says she’s clicked on more online ads in the past six months than she has in the past 15 years. “It’s taken e-commerce 15 years to get to 5% of retail, mobile will have a much faster trajectory.”