The following video is from today's MarketFoolery podcast, in which host Chris Hill, along with Charly Travers, James Early, and Joe Magyer, analyze the latest business news. Wall Street and the financial media were abuzz in the wake of Microsoft's unveiling of the Surface tablet computer. How big a threat will it pose to Apple's iPad? In this segment, the guys analyze Microsoft's opportunity, the ripple effect on other businesses, and why companies such as and ARM Holdings are among the winners while PC makers such as Hewlett-Packard are among the losers.

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