Ten Questions Internet Execs Should Ask & Answer

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Ten Questions Internet Execs Should Ask & Answer November 16, 2010 Web 2.0 Summit – San Francisco, CAmary.meeker@ms.com / scott.devitt@ms.com / liang.wu@ms.com www.morganstanley.com/techresearchMorgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single factor in making their investment decision. For analyst certification and other important disclosures, refer to the Disclosure Section, located at the end of this report

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Question Focus Areas1) Globality 2) Mobile 3) Social Ecosystems 4) Advertising 5) Commerce 6) Media 7) Company Leadership Evolution 8) Steve Jobs 9) Ferocious Pace of Change in Tech 10) Closing Thoughts

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Globality Do you know which players in which countries do what you do better (or at least differently) than you do? Do you study / implement it?

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Top Mobile Internet Markets – ~670MM 3G Subscribers (+37% Y/Y), CQ2Rank Country 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 USA Japan Korea Italy UK Germany Spain Indonesia France Australia Poland China Brazil Taiwan Russia