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.
Steve Jobs notably once called seven-inch tablets "dead on arrival" and stated that the 9.7-inch iPad design was as small as tablets should go. However, The Wall Street Journal is now reporting that Apple is working with Asian suppliers on an 8-inch design. The usual caveats aside that these reports don't signal any kind of imminent 8-inch iPad, any launch would be a dramatic change for a tablet size the company continually has derided. Eric notes that while tablets like Research In Motion's 7-inch Playbook did end up being dead on arrival, so did HP's 10-inch Touchpad. The end differentiating factors are price and the software behind the tablet. In Amazon's case, the company succeeded not because of the tablet's form factor, but mainly on price. By cutting the iPad's size, Apple could save maybe $30-$50, and could achieve other savings through other measures, such as limiting storage and using an older processor. Still, that level of pragmatism would be out of Apple's character. In the end, Eric says the noise surrounding a smaller iPad isn't in line with the results it could deliver to Apple's business.
These companies are just one way to play the tech revolution, but there is a better Foolish pick, too. 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'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 thisarticle was published Eric Bleeker has no positions in the stocks mentioned above. Jeremy Phillips has no positions in the stocks mentioned above. The Motley Fool owns shares of Apple, Amazon.com, and Google.Motley Fool newsletter services recommendApple, Amazon.com, 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.
Copyright © 1995 - 2012 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.