Morgan Stanley uber-analyst has a
very nice slide set - particularly illuminating is the death of Euro-walled gardens for mobile, and the 5000% increase in AT&T data traffic over 3 years (sl.57) - iPhone adoption drove that. Also note installed base of WiFi devices crossing the billion mark, twice 3G use. Also note that she appears to agree that aggressive roaming regulation and net neutrality will drive the consumer mobile Internet - as opposed to walled gardens.
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