The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.
The latest rumor is that Research In Motion may be selling its handset manufacturing assets to Facebook or Amazon.com. It seems like the software giants all want to be in the hardware business. David feels that many tech giants are aiming to control the entire experience. Software makers can't rely on the hardware makers, and the hardware producers don't want to spend money on software.So that means the software folks want to make their own hardware. David believes that investors should stick with the company that everyone is trying to copy: Apple. Once the market picks a winner, it will take disruption, not copycats, to drive change.
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