The No. 1 Threat to Your $100 Billion Tech Company

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 follow up on another video they filmed this month that described the huge opportunity faced by large technology companies selling high-end hardware and software. One threat to this opportunity is that smaller, more innovative companies don't want to get locked into expensive systems and are choosing cheaper "cloud-based" solutions that are billed on more of a per-use basis. For a good way to defend yourself against a schism in which today's traditional Fortune 500 companies choose more on-premise solutions while innovative start-ups hit the cloud, Eric suggests looking at a company like EMC that's more "future-proofed" and wins in both scenarios thanks to its ownership of VMware.

Emerging markets are driving the world economy forward and are predicted to see their combined economic growth be five times as large as that of the United States in the next decade! We've prepared a free report compiled by Fool analysts that highlights three companies poised to profit from this trend. As these industry titans look abroad for more sales, they aren't starting with a blank slate -- they're bringing their operational excellence to new markets and thriving. To uncover these picks today, we invite you to read a copy of our free report: "3 American Companies Set to Dominate the World." The report won't be available forever, so we invite you to enjoy a free copy today.

Eric Bleeker owns shares of EMC. Jeremy Phillips has no positions in the stocks mentioned above. The Motley Fool owns shares of salesforce.com, EMC, and Oracle. Motley Fool newsletter services recommend salesforce.com and VMware. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


Read/Post Comments (0) | Recommend This Article (4)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

Be the first one to comment on this article.

DocumentId: 1828146, ~/Articles/ArticleHandler.aspx, 4/17/2014 12:32:40 AM

Report This Comment

Use this area to report a comment that you believe is in violation of the community guidelines. Our team will review the entry and take any appropriate action.

Sending report...


Advertisement