Seeking Alpha

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 (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 (ARMH) gets to enjoy a valuation of ~40x EV/EBITDA. As my readers know, I think that Intel (INTC) - a semiconductor giant that still has to prove itself to investors - will see substantial tablet market share growth as the firm's "Bay...

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