Fool TV: Apple's iPad Will Disrupt Your Portfolio

As the heralded stock-picker for Motley Fool Stock Advisor and Motley Fool Rule Breakers, David Gardner spends a great deal of time searching for companies poised to disrupt their industries with innovative products, services, and technologies. A longtime investor in Apple (Nasdaq: AAPL  ) , David is a self-proclaimed gadget-geek -- rarely seen at Fool HQ without his trusty iPhone at the ready to check the location of a meeting, research a stock's current CAPS rating, or take notes on his latest product discovery.

But even David has been surprised by the beauty and utility of Apple's latest innovation, the iPad. He's so impressed, in fact, that he believes the iPad might have enough juice to disrupt both the gaming and video industries. And that's not all. In this Fool TV video, Motley Fool's Chief Rule Breaker reveals why he thinks software might be the next sector to get transformed by the iPad.

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David Gardner owns shares of Apple, which is a Motley Fool Stock Advisor recommendation. The Fool has a disclosure policy.


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  • Report this Comment On April 30, 2010, at 10:42 AM, ConstableOdo wrote:

    I don't know if Apple will dominate video gaming, but it should take quite a bit of market share. There are an awful lot of gamers that complain that no Apple mobile device is good for gaming because of strictly touch input. They say that they need to have physical buttons and that touch control is not precise enough. I suppose those gamers won't ever try to adjust and that's all there is to it. It's too bad that no third-party developer has tried to sell a button-based controller for any Apple mobile device. It seems strange it hasn't happened. Apple will never add buttons to their devices so Apple won't be able to attract those diehards.

  • Report this Comment On April 30, 2010, at 11:29 AM, 13astion wrote:

    Bluetooth. The iPhone had it, but it is so small, as David said. And of course the iPod touch is still small and no Bluetooth.

    The iPad is big and has Bluetooth.

    You probably WILL see game controllers for the iPad, and being wireless, you may even see multi-player games. You'll want to dock the iPad, of course, for both better power and to hold it since your hand will be on the controller.

    Beyond David's two big markets for iPad, I also predict that iPad will user in the age of computing that Sun prophesied about in the 90's -- cloud services are gaining traction every day, and 4G mobile is nearly here. That "video phone" that David speaks of will probably come in the next version of the iPad, and that version will also be 4G (which will probably be needed for that much streaming video).

    But cloud services, virtualization, 4G connectivity, and a great "dumb", mobile terminal like the iPad is the future of ALL computing.

  • Report this Comment On April 30, 2010, at 11:55 AM, TMFRhino wrote:

    If I'm a talented software developer, I'll develop for the 50 million installed base versus the 500K install base. :)

    But point taken, you're swimming in a smaller pool where your app isn't as likely to get lost in the shuffle and you can charge a premium price. HP's dropping of Windows 7 on the Slate today once again proves Apple's product development foresight. A more lightweight OS like the iPhone's is far superior to more full-featured offerings in terms of customer demands and uses for these tablet offerings.

  • Report this Comment On April 30, 2010, at 5:33 PM, dandles2020 wrote:

    He's right. It is amazing how fun it is to play games on the Ipad. I couldn't put my nephew's down, even though I was playing the same game I have on my phone. That screen made a world of diference, and made me want one.

  • Report this Comment On April 30, 2010, at 8:16 PM, PSU69 wrote:

    Poised to jump on the next gen iPad. Delighted to see Steve and the gang deliver another game changer. Disclosure, long on AAPL.

  • Report this Comment On April 30, 2010, at 9:40 PM, Manxome wrote:

    I have no doubt that the iPad will carve out a gaming niche. But so far, it looks just like that, a niche. And a "casual gamer" niche at that.

    The touch screen input works great for games where constant input is not required and the user thinks, more than acts. Bejeweled, Plants Vs Zombies, turn based strategy, etc. For something like Mario or a FPS however, which require constant input, its not very good. This is not a matter of being a "die-hard", its just a bad interface.

    The pricing models that seem to be setup the for i family of apps is not attractive to the mainstream game developers so not many of them bother with making real games for the platform. 98% of the games on the iPhone are shovelware. Its telling when some of the most touted games are remakes of 20 year old NES games.

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