Top Tech Analyst Mary Meeker Tells It Like It Is…
By Anna Johnson on November 10th, 2008One of the highlights at the Web 2.0 Summit last week was the presentation given by Mary Meeker, uber-analyst at Morgan Stanley.
You can check out her video presentation at TechCrunch (see link below), but let me give you a very high level summary of her ‘state of the Internet’ address:
E-commerce sales growth is flattening out, while general retail sales growth has declined sharply;
Growth in all forms of advertising – including online advertising – has dropped; and
Online ad inventory is growing… while CPM rates (cost per thousand impressions) are declining (a classic case of prices going down due to supply outweighing demand).
Source: Erick Schonfeld, “Mary Meeker’s View Of The World In 50 Slides”, TechCrunch, November 6, 2008
