The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics around the investing world.
PC sales have taken another turn for the worse, declining 8.3% in September. John and David believe mobile computing is here to stay and have three investment ideas to take advantage of the trend. The first is Google. Its Android operating system has positioned the company to be the leader in mobile search. And with acquisition of Motorola, it has the opportunity to create a mobile ecosystem of hardware and content that can compete with Apple. InvenSense is a chip company riding the mobile revolution wave. It sells motion control chips for smartphones and tablets. And as developers create more content to use the chips, adoption rates will increase over time. The last idea is Nuance Communications. This voice-recognition technology company will continue to find its way into more and more devices. Why type when you can talk?
The PC era is ending. Companies like Hewlett-Packard and Dell continue to struggle as the mobile era marches forward. John and David want to make sure their portfolio follows the right trend.
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