Nomura's Romit Shah is impressed with the ultrabooks he's seen at CES, and while he's...
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.
From other sites
Video at CNBC.com (Tue, 12:50PM)
at CNBC.com (Mon, 7:00PM)
at CNBC.com (Mon, 5:26PM)
at CNBC.com (Mon, 9:31AM)
at CNBC.com (Mon, 8:33AM)
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs