September 21, 2012
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.
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