Winners and Losers Beneath Microsoft's Surface

The following video is from today's MarketFoolery podcast, in which host Chris Hill, along with Charly Travers, James Early, and Joe Magyer, analyze the latest business news. Wall Street and the financial media were abuzz in the wake of Microsoft's unveiling of the Surface tablet computer. How big a threat will it pose to Apple's iPad? In this segment, the guys analyze Microsoft's opportunity, the ripple effect on other businesses, and why companies such as Amazon.com and ARM Holdings are among the winners while PC makers such as Hewlett-Packard are among the losers.

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At the time thisarticle was published Chris Hillowns shares of Amazon.com and Microsoft. The Motley Fool owns shares of Amazon.com, Apple, Facebook, and Microsoft.Motley Fool newsletter serviceshave recommended buying shares of Apple, Microsoft, and Amazon.com and creating bull call spread positions in Apple and Microsoft. The Motley Fool has adisclosure policy. We Fools don't all hold the same opinions, but we all believe thatconsidering a diverse range of insightsmakes us better investors. Try any of our Foolish newsletter servicesfree for 30 days.

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