This will be my reading material for the night:
http://www.morganstanley.com/institu...ort122009.html

There are numbers in this report that I am sure will be of value to those developing apps here, those using devices, here, and those just wanting to not get left behind when M6 comes along

Thanks,
After a quick read I think they are putting to much emphasis on "Hula Hoops" but time will tell... I'm loading some of the key symbols into Yerga's excellent "StockThis" app and will see what short term impact this report has on companies like CCI
Thanks again.