A $35 Tablet? (Yes, It Actually Works)

Why We Can’t Invest in the Fastest-Growing Sector of the Tablet Market

Jan 16, 2014 at 9:00AM

Get a glimpse of what's on the tech horizon with Foolish reports from the field at the 2014 International Consumer Electronics Show. Companies ranging from start-ups to Fortune 100 launch and showcase thousands of products at the event, which attracts visitors from around the world.

A little price cut goes a long way, and the extreme low-end market for smartphones and tablets is growing fast. Unfortunately, it's not a market that's accessible to most investors.

There were countless trends emerging from CES 2014 this year, but the real question for investors is how to capitalize on these revolutionary opportunities. Fortunately for you, David Gardner has an idea or two on how to invest in these new emerging technologies -- and how you can profit. Get in on the ground floor now by clicking here.

A full transcript follows the video.

Eric Bleeker: Hey Fools, I'm Eric Bleeker, coming at you from CES. When you come to this show, you can really see the scale at play. While you might see on the news events from Sony (NYSE:SNE), Intel (NASDAQ:INTC), you name it, the show really extends forward with a lot of white label products.

What am I talking about by "white label?" Well, for example the booth behind me right here is selling 7" Android tablets with very reasonable specs for as low as $35. That's an important lesson.

When you're looking at, especially the low end Android market and you're maybe looking at some of the suppliers that can reach there, it's important to note that the very lowest ends; the ends driving growth in areas like China and other emerging markets, aren't really a place that's accessible to -- let alone high end manufacturers such as Apple (NASDAQ:AAPL) or Samsung -- but, to a lower level, many of the component plays that even play in cheaper areas.

The competition is extremely intense for these kinds of products, so as you're looking at growth charts for areas like smartphones or tablets, remember that for every $10 you shave off the price of a smartphone, 100 million more customers can access the products. That's where we're seeing the growth right now, on that extreme low end.

If you're looking for investing opportunities based on this growth, by and large it's kind of passed by. That's why we're seeing service companies, especially like Baidu, rising so much in the past year; because it's those services that people can access, rather than hardware.

That's it for me and this check in from CES, but for all your news on the event, come back to Fool.com. Fool on!

Eric Bleeker, CFA has no position in any stocks mentioned. The Motley Fool recommends Apple and Intel. The Motley Fool owns shares of Apple and Intel. 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.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

Click here to learn about this incredible technology before Buffett stops being scared and starts buying!

David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't 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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