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Technology/Internet Trends
December 20, 2007



Key Points from Mary Meeker's 2007 Web2.0 Summit presentation included:

- Tech stock performance strong reflecting future expectations - for now - Consumer demand for Internet-enabled services / products is strong - Innovation in wireless products is accelerating - Storage needs continue to ramp - Data center growth is robust - Emerging markets pacing next wave of technology adoption - Enterprises may be coming out of relative purchasing funk - Recession(s) = very serious potential challenge View the presentation View a webcast of the presentation

- Tech stock performance strong reflecting future expectations - for now - Consumer demand for Internet-enabled services / products is strong - Innovation in wireless products is accelerating - Storage needs continue to ramp - Data center growth is robust - Emerging markets pacing next wave of technology adoption - Enterprises may be coming out of relative purchasing funk - Recession(s) = very serious potential challenge View the presentation View a webcast of the presentation

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