Right now, we are in the early days of the tablet market, despite the rapid growth making it seem as though tablets have "always" been with us. In chip-land, the market rewards companies that have strong exposure to popular, best-selling tablets and smartphones. This is why Qualcomm (NASDAQ:QCOM) has enjoyed a meteoric run, with its best-in-class apps processors and modems sweeping the world's mobile devices, and why ARM Holdings (NASDAQ:ARMH) gets to enjoy a valuation of ~40x EV/EBITDA. As my readers know, I think that Intel (NASDAQ:INTC) - a semiconductor giant that still has to prove itself to investors - will see substantial tablet market share growth as the firm's "Bay Trail" processors for...
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