Remember Mary Meeker? Morgan Stanley's all-star internet analyst is ba-ack (via lockergnome) ....
She recently completed a research piece on the next drivers for online services -- and it's extremely bullish about RSS. Excerpts;
Three factors are combining to drive online momentum: 1) rising usage of RSS (Really Simple Syndication) by content providers as a standard distribution platform for online content; 2) ramp in creation of blogs and other user-generated content and 3) Yahoo!’s easy-to-use integration of RSS feeds with My Yahoo!.
...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…
...RSS has become shorthand for syndication, in the same way that MP3 was
shorthand for digital audio for the longest time. We believe that the simplicity of RSS is reminiscent of the
simple user experience popularized by Google Search.
What about enterprise RSS portals, too?