The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

Research In Motion's CEO says the company is not in a death spiral. He's wrong. First, just look at the numbers. The mobile device market is exploding right now, yet RIM's unit sales are falling (as are Nokia's). The company just delayed its next-generation product and has ratcheted up the cost-cutting. That's a bad sign. Look at Hewlett-Packard's recent woes. The company may have cash to give it some time, but it'll likely start burning through that cash very soon. Lots of people say Apple's iPhone killed the BlackBerry, but John and David disagree. RIM's inability to move past its first innovation -- namely, secure email -- ultimately killed the company.

Big tech names might gather a lot of investor attention, but the truth is that they're playing second fiddle to an even larger revolution in technology. 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," which 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 David Meierowns shares of Apple.John Reevesowns shares of Apple and Google. 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.

Copyright © 1995 - 2012 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.