We believe the first 10 years of the Internet were a warm-up for what's about to happen.
More Quotes from Mary Meeker:
If Microsoft can't get operating leverage when it's in its biggest product cycle ever (and customer interest is high), when can the company show leverageMary Meeker
Among Internet leaders, we think Yahoo, owing to its revenue concentration, is most at risk to Internet ad spending trends.
Mary Meeker
We continue to believe that, at the margin, Microsoft shares should outperform over time, owing to the outlook for above-average revenues and profit growth, ... But there are qualifiers, and finding catalysts is key.
Mary Meeker
It isn't uncommon this time of year for prices of technology stocks to contract when catalysts are insufficient.
Mary Meeker
The beauty or scary thing about Yahoo (depending on your perspective), is that is has created this big ... base (and database) of users -- more and more of them keep going to the site a lot, they keep doing things with Yahoo's integrated sets of services and the users become dependent on the site and services and they don't pay a cent for them.
Mary Meeker
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