The following video is part of our "Motley Fool Conversations" series, in which research analyst Lyons George and industrials editor/analyst Isaac Pino discuss topics across the investing world.
The effects of mobile on American companies has been well-documented in the news recently, particularly in the case of Facebook. In today's edition, Lyons and Isaac turn their attention to China, where explosive 3G subscription growth is causing parallel (and arguably, more drastic) relationships between online companies and their smartphone-wielding customers. While Chinese companies big (Baidu) and small (SINA) are certainly gaining users courtesy of the smartphone revolution, the difficulties of delivering advertising on such a small screen means that revenue isn't growing at the same pace. Our Foolish analysts delve into this mobile double-edged sword to consider which way -- and just how deep -- it really cuts.
Big tech 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 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.
Isaac Pino has no positions in the stocks mentioned above. Lyons George has no positions in the stocks mentioned above. The Motley Fool owns shares of Baidu, China Mobile, and Facebook. Motley Fool newsletter services recommend Baidu, China Mobile, and SINA . Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.