The Real $100 Billion Winner of Television


The following video is part of our "Motley Fool Conversations" series, in which Chief Technology Officer Jeremy Phillips and senior technology analyst Eric Bleeker discuss topics around the investing world.

Microsoft is making huge strides with Xbox, making it the most successful "convergence device" in home electronics while Google's attempts to push into the living room continue to be an abject failure. Eric and Jeremy take a look at Microsoft's new SmartGlass app, which allows Windows tablets and smartphones to work with the gaming system. Eric applauds Microsoft for being more cross-functional between divisions. However, as far as home entertainment is concerned, he advises investors to study Apple and the revenues it collects from its iTunes segment to see why a continually successful Xbox won't have the impact many investors are hoping for. Likewise, he discusses why Apple's model on Apple TV could be much more powerful as far as profits are concerned.

Microsoft's SmartGlass is a very smart move, but it underscores a crucial fact: Mobile is the future! To succeed in home entertainment, Microsoft is having to lean on tablets and smartphones, much like a future Apple TV will undoubtedly incorporate iPads and iPhones. While these two companies are massive, there are smaller companies with just as much promise to see a bright future as the mobile revolution sweeps the globe. To better prepare investors for this new revolution, 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 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 Bleekerand Jeremy Phillips have no positions in the stocks mentioned above. The Motley Fool owns shares of Apple and Microsoft.Motley Fool newsletter services recommendApple and Microsoft. 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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