The following video is part of our "Motley Fool Conversations" series, in which Motley Fool senior technology analyst Eric Bleeker and Chief Technology Officer Jeremy Phillips discuss emerging trends in technology.

In today's edition, Jeremy and Eric look at Microsoft's recent deals with companies like Comcast and Verizon to begin streaming content from the cable providers. There's a massive home entertainment opportunity at stake, the size of which few investors realize. If Microsoft is able to move fast, make concessions with cable companies, and continue gaining share with Xbox, the company could have a dominant home entertainment platform that integrates perfectly with its struggling online services division.

Microsoft's Xbox is at the center of an explosion in delivering video across the Internet. Connected devices are growing so rapidly that it's believed Internet traffic will quadruple by 2015. The Motley Fool has compiled a new report called "The Motley Fool's Top Stock for 2011," which highlights a company that's set to profit handsomely from the booming amounts of data flowing across the Internet, no matter which company delivers the video. Thousands have requested access to this special free report, and now you can access it today at no cost. You can get instant access to the name of this company by clicking here -- it's free.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.