China is what she wants to talk about.

China was 4% of global GDP in 2003. But they get the Internet. China has 57 million Internet users, that's the 2nd highest in the world. South Korea has 70% broadband penetration. 236 million games on Shanda...

She's talking too fast for me to write it all!

Tons of data pointing at Internet services already big and growing in China. Interestingly, most are US companies (Yahoo, eBay, Google). 70% of Chinese users are younger than 30 years old.

Wireless messaging is already big there--207 million phones. 200 billion messages in 2003.

China needs help in eCommerce for many reasons. And China doesn't breed many great Internet companies yet. But there are folks there now who get it.

Damn, she has an assload of data.

Labor surplus in China. Mary thinks it's like the mid-1990s in the US was. This stuff will make life better in China ultimately.

See Also: My Web 2.0 post archive for coverage of all the other sessions I attended.

Posted by jzawodn at October 06, 2004 12:17 PM

Reader Comments
# /pd said:

Your Scoping of Web2.0 is pretty pretty hot !! I am beginning to look forward to your reports and insights.. keep on rocking dude !!

on October 6, 2004 01:23 PM
# Al said:

What does the "High Order Bit" mean? Did presenters speak in different endians or something?

on October 6, 2004 03:04 PM
# kevin said:

Actually the recent Stat. sez China's internet users increase to 80 million in mid of 2004. also you may be inteest is the number amount of blogger in China over half million.

on October 10, 2004 02:41 PM
# Gen Kanai said:

Find her presentation here:

http://www.morganstanley.com/institutional/techresearch/internet_trends_web20.html?page=research

on October 11, 2005 08:12 PM
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