February 10, 2012
The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker and Chief Technology Officer Jeremy Phillips discuss topics across the investing world.
In today's edition, Eric and Jeremy look at the Mac and its march into the enterprise. General Electric, the venerable symbol of industrial America is piloting a program of offering employees the choice of Mac computers. While GE's program is just one more sign of the growing "consumerization of IT," Apple's march into corporate IT is undeniable. Forrester Research estimates that Apple computers commanded just 3% of business spending in 2009. However, in 2012 it estimated the iPad and Mac combined will account for over 20% of IT spending. In 2013 that estimate jumps to nearly 30% of business spending! That opportunity alone could yield 25% of the additional revenue growth analysts believe Apple will achieve over the next two fiscal years.
Big tech names might gather a lot of investor attention, but the truth is that they're playing second fiddle to an even larger revolution in technology. To better prepare investors for this new revolution, The Motley Fool has just released a free report on mobile named "The Next Trillion Dollar Revolution" that details a hidden component play inside mobile phones that also is a market leader in the exploding Chinese market. Inside the report, we not only describe why the mobile revolution will dwarf any other technology revolution seen before it, but we also name the company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, and you can access this new report today by clicking here -- it's free.