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 and Jeremy follow up on another video they filmed this month that described the huge opportunity faced by large technology companies selling high-end hardware and software. One threat to this opportunity is that smaller, more innovative companies don't want to get locked into expensive systems and are choosing cheaper "cloud-based" solutions that are billed on more of a per-use basis. For a good way to defend yourself against a schism in which today's traditional Fortune 500 companies choose more on-premise solutions while innovative start-ups hit the cloud, Eric suggests looking at a company like EMC that's more "future-proofed" and wins in both scenarios thanks to its ownership of VMware.