Don't Give Up on This Unloved Sector
The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker discusses topics across the investing world.
In today's edition, Eric looks at one area of technology investing that investors often overlook: telecom equipment. It might shock investors to find out that telecom equipment is a larger global market than software, and is even larger than computer hardware! However, global uncertainty has led to companies in the industry seeing their share prices plummet. While spending could be kept back for quarters to come, Eric says that there's a couple of key themes investors can play. One of those is the transition to all IP networks that's being facilitated by LTE. At some point, telecom companies will have to equip themselves to handle this transition, and the truly innovative companies that offer compelling solutions in telecom will make a recovery.
Telecom equipment plays like Acme Packet and Infinera are just one way to play the mobile revolution and exponential growth in data it's creating. 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's also absolutely dominating the exploding tech market in China. 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, but you can be among the first to access this just-released report by clicking here -- it's free.
At the time this article was published Eric Bleeker has no positions in the stocks mentioned above. The Motley Fool owns shares of Infinera.Motley Fool newsletter services recommendAcme Packet and Infinera . 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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