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

We learned recently that the ratio of PC sales to Mac sales has dropped from about 57 in 2004 to about 16 in 2011. The big takeaway here is that Macs continue to grow in popularity as PC sales flatten out as a whole. That's a big reason companies such as Dell and Hewlett-Packard continue to move beyond the PC for sales. Unfortunately, both continue to struggle. John and David think Microsoft should be worried, too. If PC growth is flat and Apple is converging its mobile experience with its desktop experience, could Microsoft software sales be on the verge of contracting? Windows 8 is supposed to be for all platforms, but we'll see. This is also a big reason Intel is pushing hard into chips for mobile devices. In their 10-Bagger portfolio, John and David think Intel has a better chance of making that transition and competing with ARM Holdings than Microsoft does in competing with Apple. That's why John and David recently purchased shares of both Intel and Apple.

If you're one of the thousands of investors riding Apple to spectacular gains, you're doing yourself a disservice by not looking across the whole variety of companies benefiting from the same trends that make Apple the most valuable company in the world. The Motley Fool has just released a free report on mobile called "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 this article was published David Meier and John Reeves own shares of Apple. The Motley Fool owns shares of Apple, Intel, and Microsoft. Motley Fool newsletter services recommend Apple, Intel, and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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