Looks like Morgan Stanley is bullish on RSS:
The Internet has become a leading source for news and information over the past decade, but we believe the emerging acceptance (by users and publishers) of Web content syndication services will drive even broader deeper usage of the Internet as an increasingly relevant news and information medium. We see three factors that are combining to drive momentum:
- rising usage of RSS (Really Simple Syndication) by content providers as a standard distribution platform for online content;
- Ramp in the creation of blogs and other user-generated content; and
- Yahoo!'s easy-to-use integration of RSS feeds (including blogs) that was rolled out in beta to its distribution channel of 25MM+ My Yahoo! users in late September.
individual's "always on" personalized Web page and the need to visit source Web sites to see if new articles have been posted is eliminated. All in, thanks to Yahoo!'s aggregation efforts, users get more information, they get it in a way that is organized / efficient, and their satisfaction rises. And, yes, the stickiness of My Yahoo! rises for its users, creating the potential for new revenue streams 26 1CNext generation content 1D should gain noticeable usage and revenue traction in 2005 26 We believe Internet usage should continue to grow rapidly
Interesting that an investment firm finds blogs and RSS so interesting.