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.
The website PandoDaily reaffirmed something recently that we already know: Nokia is in a death spiral. The author puts forth a very good argument that software is what's killing the company. The Lumia phone is a beauty, and the deal with Microsoft attempts to differentiate it from all of the other phones using Google's Android OS. The problem is, the phones aren't selling. Operating cash flow has declined considerably over the past 12 months as well. And it's about the get worse. John and David still believe that the company to buy in this space is Apple. And that's because the very thing that's killing Nokia is helping Apple: software. Apple not only has great devices, but great content as well. That's a powerful combination. And the stock is very attractive today.
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