The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker and Chief Technology Officer Jeremy Phillips discuss topics across the investing world.
In today's edition, Eric takes a look back at EMC's outstanding quarter. EMC was fueled by a few key factors, notably growth in its midtier segment and also the outstanding results of virtualization subsidiary VMware. On its subsequent earnings call, EMC revealed some interesting data points, such as hinting that its Isilon segment won a massive contract in Apple's $1 billion-plus data center and that "BRIC 13" revenue is growing at 22%.
EMC and other storage names might gather a lot of investor attention, but the truth is that they're playing second fiddle to an even larger revolution in technology. To better prepare investors for this new revolution, The Motley Fool has just released a free report on mobile named "The Next Trillion Dollar Revolution" that details a hidden component play inside mobile phones that also is a market leader in the exploding Chinese market. Inside the report, we not only describe why the mobile revolution will dwarf any other technology revolution seen before it, but we also name the company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, and you can access this new report today by clicking here -- it's free.