Every year at Web 2.0 Summit, Mark Meeker presents the Morgan Stanley state of the Tech Industry research.   Given the incredible changes we are seeing the general economy with a recession having started, uncertain growth prospects and overall stock & economic fallout I think it is important for most companies to to understand how some of these global trends affect their industries.

Specifically if you look at what occurred in the last the technology recession to ad revenue on the Internet (Slide 16) you can get a good feel for both the opportunities and risks to some sectors of the technology industry.

The source presentation is at the Morgan Stanley website, but I’ve uploaded and embedded a copy on Slideshare.net.

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