Is Software Eating Hardware

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The following video is part of our "Motley Fool Conversations" series, in which Motley Fool senior technology analyst Eric Bleeker and chief technology officer Jeremy Phillips discuss emerging trends in technology.

At the time this article was published Eric Bleekerowns shares of Cisco whileJeremy Phillipsowns no shares of any companies listed above. The Motley Fool owns shares of Microsoft. The Fool owns shares of and has created a bull call spread position on Cisco Systems. The Fool owns shares of and has bought calls on Intel.Motley Fool newsletter serviceshave recommended buying shares of Intel, VMware, Microsoft, and Cisco Systems.Motley Fool newsletter serviceshave recommended creating a bull call spread position in Microsoft.Motley Fool newsletter serviceshave recommended creating a diagonal call position in Intel. Try any of our Foolish newsletter servicesfree for 30 days. We Fools may not all hold the same opinions, but we all believe thatconsidering a diverse range of insightsmakes us better investors. The Motley Fool has adisclosure policy.

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