The following video is part of our "Motley Fool Conversations" series, in which Andrew Tonner, technology editor and analyst, and Austin Smith, consumer-goods editor and analyst, discuss topics around the investing world.

In today's edition, they discuss how investors in the technology space often focus on the broad trends that should drive the industry for years. The tablet market fully embodies an industry poised for explosive growth over the next decade or more. Investors who position themselves at the forefront of this trend stand to benefit immensely. Andrew explains to investors which companies appear poised and which are unable to benefit from the boom in the tablet market next year and beyond.

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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.