Apple Inc. (AAPL), Microsoft Corporation (MSFT): The Mobile Focus

Now, from my perspective, it would be hard for Amazon.com, Inc. (NASDAQ:AMZN) not to succeed when looking at this information. First of all, the company’s Kindle sales should increase dramatically. Aside from selling its own devices, it should benefit from the increased number of sales from Apple and Microsoft Corporation (NASDAQ:MSFT).

Amazon and Apple Inc. (NASDAQ:AAPL) have already seen revenues increase for ten consecutive years, while Microsoft Corporation (NASDAQ:MSFT) saw one decrease in 2009. With the rising tide of tablet sales, these impressive trends should continue.

Despite Amazon.com, Inc. (NASDAQ:AMZN)‘s FCF yields being in the negatives, the company’s capital expenditures have soared in the past few years. Investors should see value in this, as the company is still fairly new, and is certainly growing as quickly as it can. For Apple Inc. (NASDAQ:AAPL) and Microsoft Corporation (NASDAQ:MSFT), both of their FCF yields are very appealing for value investors. Apple Inc. (NASDAQ:AAPL)‘s FCF yield is 10.2%, while Microsoft’s is a solid 9.7%.

The foolish bottom line

All three of these companies should benefit greatly from this explosion of tablet devices. We have known that mobile will play a huge role moving forward, and NPD has done nothing but re-affirm these thoughts. Hopefully, these companies will grasp the opportunity at hand and make the most of it.

The article Tablets Over PCs: The Buying Opportunity originally appeared on Fool.com and is written by Tyler Wofford.

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