How to Play the End of the PC Era

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.

 “All Things D” has announced the PC era is officially over. John and David would agree, and are looking for ideas in mobile computing. According to recent figures, the PC market is no longer the biggest buyer of semiconductor processors. Smartphones, tablets, and "other" now lead the way. John and David have been talking about the struggles of Dell and Hewlett-Packard, and how they wouldn’t bet on a turnaround. Instead, they purchased shares of Google and Apple.

John and David would like to make additional investments in the growing mobile computing trend. Two companies they are considering are Qualcomm, the mobile chip giant, and Nuance Communications, the voice-recognition technology company. Both are positioned well for the mobile dominated future.

The mobile revolution is still in its infancy, but with so many different companies out there, it can be daunting to know how to profit in the space. Fortunately, The Motley Fool has just released a free report on mobile named The Next Trillion-Dollar Revolution. Inside the report, we tell you everything you need to know about this important trend. We also offer up an intriguing stock idea. Hundreds of thousands have requested access to previous reports, and you can access it today by clicking here -- it's free.

David Meier has no positions in the stocks mentioned above. John Reeves owns shares of Google. The Motley Fool owns shares of Google and Qualcomm. Motley Fool newsletter services recommend Google and Nuance Communications. 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.


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  • Report this Comment On September 22, 2012, at 2:29 AM, mhonarvarthe2nd wrote:

    Id like to believe you guys want us to "invest better"

    but it just looks like your trying to become the youtube for stocks.

    do you really think people enjoy loading up video after video instead of reading a one page article?

  • Report this Comment On September 23, 2012, at 10:42 AM, Tibbyracers wrote:

    I tried to make a comment with an iPHONE but couldn't, so I had to use my laptop - so no, laptops/PCs are NOT going anywhere!!!!

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