Jun 01, 2010: Michael Murphy’s commentary on making money in mobile internet devices:
Rather than join the fray by betting on Clearwire Corp. (CLWR) versus Sprint (S) , or Apple Inc. (AAPL) and its iPad versus Amazon.com Inc. (AMZN) and its Kindle, why not buy the arms suppliers that sell to all sides?
Here are three companies that dominate their niches with superior technology, are already benefitting from the MID explosion, and are undervalued by Wall Street.
The three companies that Michael mentions are: