It feels trite to talk to the upside opportunity for mobile device usage, and the derivative search and advertising opportunity. We’ve become numb to the hype, driven by the continued pattern of reality being misaligned with rose-colored powerpoint spin.
The new evidence is actually very noteworthy - this really feels like the first time that real usage on real devices in North America (a laggard mobile market) finally lends real credibility to the upside opportunity. (more…)
