The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker and Chief Technology Officer Jeremy Phillips discuss topics across the investing world.
IBM just finished up another outstanding quarter. However, Eric notes that investors who have gotten used to IBM's record-breaking quarters that arrive every four months like clockwork might be missing some of the positives that IBM revealed during its quarterly conference call. Notably, the company has now achieved gross margins of more than 50%, which put it well ahead of its IBM-light rival Hewlett-Packard and even outpaces consulting and services peers like Accenture.
EMC and other storage leaders might gather a lot of investor attention, but the truth is they're playing second fiddle to an even larger revolution in technology. To better prepare investors for this new revolution, The Motley Fool has a just released free report on mobile named "The Next Trillion Dollar Revolution" that details a "hidden" component play inside mobile phones that also is a market leader in the exploding Chinese market. 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.
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