Morgan Stanley: Next-Generation Content, Blogs Positively Affect Internet Leaders
Morgan Stanley's Update from the Digital World (pdf) of October 2004 discusses several interesting, possible trends. They "...begin with blogs, move into RSS, and a discussion of syndicated online content, and follow with thoughts on potential business models and a general outlook".
Some quotes:
We see the potential for next-generation content to positively affect Internet leaders including Yahoo!, Google and eBay as they leverage their distribution channels and/or content and services. In general, we believe ongoing improvements in the following areas will be important to watch: 1) search; 2) personalization; 3) user-generated content (including blogs, reviews, images and audio); 4)
music; 5) short- and long-form video; and 6) accessibility (including mobile devices and the PC desktop). Net, we are moving nicely down a path toward every Internet user, in effect, having a personal media server? and if Yahoo! has its way, My Yahoo! will be the front-end to the server.
...if there are hundreds or thousands of thought leaders and motivated, interested parties on the Internet with the ability to publish news or insights into any number of local or global issues, then it is safe to say that these blogs often become both the first source of news, a vital proving ground for authors and a source of potential community for other interested parties.
While Google's search engine and advertising tools set the pace for new ways of searching information, we believe that Yahoo! may be setting the pace for new ways of serving information.
I guess that many readers of this blog, as I, find the blog discussion a bit too basic - but it is on the other hand incorporated into a discussion about the Net in general, which makes it worth to read.
(Link via eWerx)