What Apple's Dominance in Tablets Means for Investors
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. We know, of course, that Apple is dominating the tablet market. But the latest data really underline that notion. ChangeWave Research recently asked potential customers which tablet they were considering buying over the next 90 days: 73% said an iPad, 8% said Amazon.com's Kindle Fire, and 6% said a Samsung Galaxy. Demand for the Kindle Fire has fallen hard since Christmas, exactly the opposite of what's happening at Apple. That doesn't bode well for companies like Hewlett-Packard and Dell, which are trying to enter the space. Microsoft's Windows 8 will be tablet-ready, but I wonder if the current data show that it will be an uphill battle for the new OS to gain traction. Great devices that run great content are the key to Apple's success and the iPad really drives that point home. John and David believe that Apple trades at an attractive price and is a good buy right now.
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At the time this article was published David Meierowns shares of Apple.John Reevesowns shares of Apple. The Motley Fool owns shares of Apple, Amazon.com, and Microsoft.Motley Fool newsletter services recommendAmazon.com, Apple, and Microsoft. 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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