The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker discusses topics across the investing world.

At the turn of 2012, connected TVs are all the rage in technology. That's led to several home entertainment plays like MIPS, Entropic, and Rovi seeing their shares soar across the first half of 2012. A big catalyst for the connected TV excitement is Apple's impending launch of a more advanced Apple TV. However, Eric warns that the run-up in home entertainment stocks feels eerily reminiscent of early 2011, when tablet plays saw huge gains. As the year progressed, it became clear that few competitors could actually compete with Apple in the tablet market. In much the same way, just being involved with home entertainment doesn't mean these companies will succeed as rivals race to match an expected Apple TV later in the year.