Emerging Technology Trends


At a recent offsite, Morgan Stanley US tech analysts presented thoughts on emerging technology trends
Ten years into the launch of the commercial Internet, we believe we have entered a new period of tremendous global innovation and change (read growth and disruption). Our presentations touch on some of the trends we will continue to focus our research on, including wireless and consumer electronics semiconductors; wireless Internet; VoIP; broadband Internet; digital music; on-demand software; security; biometrics and offshoring.

Common links for the themes are: 1) connectivity; 2) productivity; 3) global acceptance; and, to an extent; 4) consumer usage
A tremendous amount of technology-related change has occurred over the past decade. That said, we believe the degree and pace of change is accelerating - it appears that the events of the last ten years were simply a set up for what's about to come. We will endeavor to stay ahead of the trends and determine which companies will win…and which companies will lose.

Overweight-rated companies that match the trends highlighted in this report include…
Apple, Cadence Design, Cisco, Cogent, Google, Motorola, NVIDIA, Polycom, RSA Security, salesforce.com, Tata Consultancy Services, and Yahoo!.

Emerging Technology Trends (78 pages)