Technology's 2012 Winners Could Be Due for a Crash

The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker discusses topics across the investing world.

At the turn of 2012, connected TVs are all the rage in technology. That's led to several home entertainment plays like MIPS, Entropic, and Rovi seeing their shares soar across the first half of 2012. A big catalyst for the connected TV excitement is Apple's impending launch of a more advanced Apple TV. However, Eric warns that the run-up in home entertainment stocks feels eerily reminiscent of early 2011, when tablet plays saw huge gains. As the year progressed, it became clear that few competitors could actually compete with Apple in the tablet market. In much the same way, just being involved with home entertainment doesn't mean these companies will succeed as rivals race to match an expected Apple TV later in the year.

The craze around connected TVs is really just an offshoot of an even larger trend: mobile. The Motley Fool has just released a 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, and you can access this new report today by clicking here -- it's free.

At the time thisarticle was published Eric Bleeker has no positions in the stocks mentioned above. The Motley Fool owns shares of Apple and Google.Motley Fool newsletter services recommendApple and Google. 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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