The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics around the investing world.

Hewlett-Packard recently announced a "multiyear productivity initiative." But sadly, Hewlett-Packard has been restructuring every year since 2007. Could it be that the company just can't keep up with the changing marketplace? Meg Whitman may be able to turn the company around, but it will be difficult. As an investor, David thinks the memory and processor parts of the server value chain are much more interesting. Intel, for example, is interesting on the processor side, and Fusion-io is attractive on the memory side. Those may be more attractive options for investors.

If you're one of the thousands of investors riding Apple to spectacular gains, you're doing yourself a disservice by not looking across the whole variety of companies benefiting from the same trends that make Apple the most valuable company in the world. The Motley Fool has just released a free report on mobile called "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.

David Meier and John Reeves own shares of Apple. The Motley Fool owns shares of Apple, Fusion-io, and Intel. Motley Fool newsletter services recommend Apple and Intel. Try any of our Foolish newsletter services free for 30 days. We Fools don't 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.