17 January 2015

Apple for the day

The Motley Fool has an article by Mark Brooks about innovation:
Dear Opportunistic Investor:
I want you to go back in time with me for a minute. I'm going to tell you a story about one of the best performing companies and stocks of the last fifty years, and why we may be on the cusp of history repeating itself..
Just think back to the spring of 1977, when computers were rapidly becoming smaller; a machine that once barely squeezed into a warehouse could now fit onto a desk, and the undisputed king of the hill was IBM. But your best investment at the time was a company that didn't even sell computers.
You know this company as Intel.
And of course you also know that Intel supplied one tiny little component for computers, a component so sophisticated and so essential to manufacturers like IBM (along with Compaq, Hewlett-Packard, Dell, etc.) that every five thousand dollars invested in Intel stock back then has grown into more than a million today.
Well, regardless of what all the soundbite jockeys are spouting off lately, there's no doubt who today's computer king is. With the iPod, the iPhone, and the iPad, Apple has taken computers off our desks and put them in the palm of our hand and, just like IBM, they've put themselves in position to dominate this industry for decades.
So the obvious question is: “which Apple-supplier is poised to potentially become the Intel of this generation?
Most people don't know this, but The Motley Fool's headquarters is located directly across the street from the US Patent Office. Where every technology company that wants to obtain "intellectual property" protection for its newest inventions is required to file stacks and stacks of specialized paperwork.
And, believe it or not, any American citizen can actually walk right into the Patent Office and demand to see that paperwork.
That’s just what I did. That's why I hope you take just a few minutes to access the exclusive research my team of analysts and I have put together on this industry and the one stock fueling Apple’s hit devices.
Here's to you and your family's wealth,

Mark Brooks
Chief Technology Officer
The Motley Fool 
Rico says it's labeled as a 'advertorial', whatever the hell that is, but you have to sit through the usual boring three or four minute spiel to get to the good part...

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