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.
In today's edition, Jeremy and Eric look at profit plays around Amazon.com's Kindle Fire. The Fire is already proving to be a massive success, with an estimated 5 million tablets being produced this quarter. However, with the tablet being a small part of Amazon's business and the company selling the tablet at extremely aggressive margins, investors who believe in the Fire's success might want to look at which chip companies are winning component slots within the tablet.
In this video, Eric and Jeremy break down not only who's inside the Kindle Fire but also whether those companies could see a bump from their inclusion in the tablet and how sustainable their position is in future Fire versions.
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At the time thisarticle was published Eric Bleekerand Jeremy Phillips own shares of NVIDIA. The Motley Fool owns shares of Apple, Cirrus Logic, Qualcomm, and Texas Instruments.Motley Fool newsletter serviceshave recommended buying shares of Amazon.com, NVIDIA, and Apple, creating a bull call spread position in Apple, and writing puts in NVIDIA. Try any of our Foolish newsletter servicesfree for 30 days. We Fools don't 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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