Should Apple Be Worried About Android Wear?

All the latest news for Google, Apple, Microsoft, and Sony.

Mar 21, 2014 at 9:00PM

Earlier this week, Google officially announced a new version of Android that will be specifically tailored for smart watches, called Android Wear. This represents a direct move from the search giant into the market of wearables outside of its Google Glass project. But with investors widely expecting Apple to launch its iWatch later this year, as CEO Tim Cook has consistently promised to enter "new product categories" in 2014, how might Android Wear affect the iWatch's prospects?

On Friday's Tech Teardown, host Erin Kennedy and Motley Fool tech and telecom bureau chief Evan Niu look at the battle between Apple and Google's Android over the nascent smart watch and wearables market. With Android as the first mover on this, it may establish a lead with developers and apps, and the diversity of Android smart watches versus Apple's likely one or two iWatch models may represent another popular advantage among consumers.

Then, a few days ago, China Mobile announced that it sold about 1 million iPhones on its network in February, following the widely anticipated launch in mid-January. Shares however were down somewhat on the news, indicating that investors may have been slightly disappointed with the figure. Evan and Erin discuss why it has been difficult to accurately gauge the opportunity for Apple on China Mobile, and they also look at some of the factors that will benefit Apple in its partnership with China Mobile, as well as some of the headwinds the company will face selling its iPhones through the Chinese carrier.

Also, new reports suggest that at long last, Microsoft's Office software suite will finally launch for the iPad as early as next week, something that investors have been speculating about for a long time. Microsoft's new CEO Satya Nadella will reportedly host an event in San Francisco on March 27th, when he will announce the launch. Evan takes a look at the strategic shift that this move represents, now that Nadella has replaced former CEO Steve Ballmer. While Evan says that it is pretty clear Ballmer was withholding Office for the iPad as a point of differentiation to compete in the tablet market, Nadella's focus on the cloud means he may be willing to make bolder moves to expand Microsoft's mobile presence. Evan also discusses how Office on the iPad could perform, why this is the right move to make, and why the shift from Ballmer to Nadella is one that investors should be very satisfied with.

And finally, while sales of Sony's PlayStation 4 have so far been outpacing those of Microsoft's Xbox One, Sony has now said that its supply of PS4 consoles could remain scarce until summer, and may fail to keep up with demand. Evan looks into the continued competition between the two consoles, and discusses the massive blockbuster game Titanfall and just how much of an impact it could have for Microsoft. He also takes a look at a new virtual reality headset from Sony for the PS4, called Project Morpheus, and whether or not this is the next big thing in gaming.

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Erin Kennedy owns shares of Apple. Evan Niu, CFA owns shares of Apple. Evan Niu, CFA has the following options: long January 2015 $460 calls on Apple and short January 2015 $480 calls on Apple. The Motley Fool recommends Apple and Google. The Motley Fool owns shares of Apple, China Mobile, Google, and Microsoft. 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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