Nomura's Romit Shah is impressed with the ultrabooks he's seen at CES, and while he's...

|By:, SA News Editor

Nomura's Romit Shah is impressed with the ultrabooks he's seen at CES, and while he's maintaining his Reduce rating on Intel (INTC), he argues ultrabook proliferation could boost Atmel (ATML) and Cypress (CY), whose touch controller chips go into them. Should ultrabooks account for 40% of laptop sales, as Intel hopes, Shah believes the addressable market for touch controllers could grow by $300M-$500M.