The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.
Technology companies and analysts have been reporting bad news of late. Investors should therefore take great care in avoiding value traps. For example, analysts expect PC sales to decline. So John and David think it's best to steer clear of PC stocks like Dell and Hewlett-Packard. These businesses will continue to struggle as computing shifts to mobile. On the other hand, investors may want to take a closer look at Qualcomm, Apple, and Fusion-io. There are attractive tech opportunities out there right now, but investors will need to be able to separate the wheat from the chaff.
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," which details a hidden component play inside mobile phones that also is a 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.
