When you find the single largest target market in the history of the planet, it's time to get excited -- perhaps even consumed by apps. I've certainly been obsessed with all things apps since I started looking at the growth ahead and the ultimate size of a market that will entail billions of people using trillions of apps.
Seriously, those are real numbers, and as I wrote in Invest in the app revolution any way you can, I'm not only obsessed with finding the best publicly-traded plays on the app revolution, but I'm even launching AppConsumer.com.
And as for those publicly-traded plays on the app revolution, you really do have to do the ol' Peter Lynch methodology and look at Google and Apple as the purest ways to get involved. I like both stocks and companies a lot and my partners and I owned those stocks for years when I traded money, but I think Google's a better play right here right now on it. That's what I wrote in this week's Revolution Investing Newsletter and that's also what I told Riva Froymovich in a video interview for the WSJ/Marketwatch network.
Nokia and its Symbian OS are also going to be huge, but unlike Google's Android and Apple's iPhone, Symbian's got to be defending its current outsized global marketshare, and I prefer market share takers in growing markets to get even bigger upside over the long haul. RIMM and Softee and Palm et al, are going to see big growth too, but I think we'll looking at three primary platforms in five or ten years from now.
Billions of people, trillions of apps, and un-count-able app transacactions, interactions, and entertainments and games played...there are going to be a lot of winners and a lot of money to be made by those winners. The app revolution is an opportunity I'm taking very seriously with my time and money and I think any serious investor should be too. Check out the AppConsumer Original Reviews page, where I'm writing and reviewing apps and devices, keep reading this blog and/or sign up for my Revolution Investing newsletter for more as this whole app revolution gets started.
http://AppConsumer.com - app reviews and news.