Every year, Mary Meeker produces a huge presentation (140 slides) on important trends in the internet. This year’s came out at the end of last week. It is well worth the time it takes to go through it. Here is the first slide, effectively the table of contents:
Key Internet Trends
Status Update: Tech Stocks / Education
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Every year, analyst Mary Meeker produces a large presentation (88 slides this year) about internet trends. This year’s oneis just out. So much of the semiconductor industry is driven by trends in mobile and PCs. Increasingly, just by mobile since it has already overtaken PCs in terms of units and will soon overtake in terms… Read More
When I first came to the US, one project that we had going on at VLSI Technology was an ASIC design being done by a French company called Telic. The chip would go into something called “Minitel” which the France Telecom (actually still the PTT since post and telecomunications had not yet been separated) planned to supply… Read More
Every year or so Mary Meeker (at Kleiner-Perkins) does a big presentation on internet trends. Since the internet in general and mobile in particular is a big driver for the semiconductor industry, this report is a treasure trove of useful data and interesting facts.
For example, this graph shows the adoption rate of iPods, iPhones… Read More