Its probably because I was around in the dotcom era, but when Henry Blodgett praises a piece of work from Mary Meeker I get nervous. Anyway, here is her slide deck from the Web 2.0 Summit yesterday, and it has lots and lots of facts and figures.
But caveat emptor - bankers, by and large, are not rewarded for being bearish. And while her mobile projections are exciting, I have found over the last 10 years that dividing any projection that comes from Planet Mobile by 2 is a very useful approach.
(Read the comments on the TechCrunch article covering Ms Meeker, tres funny)