OVP's Crystal Ball: Lucinda Stewart Edition
Written by Lucinda Stewart   
Tuesday, December 22, 2009

crystal ball 7.jpgBiggest Surprises of 2009:

  • Massive smart phone (particularly iPhone) adoption this year, truly validating mobile as "the 3rd screen." Google buying AdMob for $750M didn’t hurt either.
  • I'm surprised that everyone was surprised about investment banking bonuses. Its an industry built on bonuses! If it quacks - it’s a duck!!
  • IT Enterprise spending post-crash came back as fast as it did. No, we are not at ‘99 levels, but this is a strong and large market that isn't going away.
  • News flash: Tiger *blanks* hot chicks in Vegas and Nike doesn’t care. Surprised? Really?
  • Sarah Palin. Nuf said.
  • John and Kate are getting back together. I'm so relieved.

Best Predictions for 2010:

  • Wireless service providers spend more money on infrastructure to support rate of data consumption - this will be the year that networks are truly open.
  • Enterprises large and small continue to embrace cloud computing and software as a service. Why invest in non-core IP when you can rent?
  • Congress passes a privacy law this year that will have a ripple effect in the online targeting market. Harder to drop those cookies. This will also be the last year where "click thru" remains a dominant advertising measurement.
  • Google does a deal with the record labels...it will be a creative JV great for Google and not so great for anyone else. YouTube music videos rocketing (and benefiting Google now) have made this a certainty.
  • For our country...a plus that health-care reform passes and a minus that Osama bin Laden remains at large this year.
  • Tiger is still lookin’ for love in all the wrong places.
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