From Henry Blodget's latest entry on Morgan Stanley's Mart Meeker's presentation on the immediate future of Web2.0: Blodget summarizes it as follows
Bottom line? Economy bleak. Online ad outlook bleak. Inventory glut bleak. Mobile, video, social networking, and other "undermonetized" platforms less bleak. Eventually, dollars will follow eyeballs online and improved targeting will drive CPMs back up. 3G at tipping point. Amazon strong. A handful of companies should survive.
Here's the presentation of Mary Bleeker:
Comments