As Tablets Compete And Flourish, Component Suppliers May Benefit – Free Turner Investments Commentary

The tablet computer represents a fast-growing business for three staunch competitors, Apple, Amazon.com, and Samsung Electronics. And according to the latest Sector Focus commentary by Turner Investments, the growth in tablets that the three competitors are generating may also benefit seven companies that make components for them.

Turner, an investment firm based in Berwyn, Pennsylvania, publishes Sector Focus commentaries monthly as part of the continuing efforts of its five teams of security analysts to monitor market sectors for its growth-stock portfolios.

Titled “As Competition And Innovation Heat Up, The Tablet Comes Of Age,” the piece was written by Tara Hedlund, portfolio manager/global security analyst; Dan Hirsch, global security analyst; Mike Lozano, global security analyst; Chris McHugh, vice chairman and senior portfolio manager; and Bob Turner, chairman and chief investment officer, who cover the technology sector.

The technology analysts note that tablets have become the most sought-after consumer device around, as “former holiday-shopping favorites like laptops, big-screen televisions, and video-game consoles have been pushed aside like so much leftover holiday fruitcake in favor of tablet computers.” Apple’s iPad enjoys a dominant market share, 65%, in the tablet market currently, but that share may be eroded by Amazon.com and Samsung Electronics over time.

The analysts say that as the three competitors vie for market supremacy, substantial financial rewards may be lavished on seven innovative companies that supply them with tablet components such as microchips, semiconductors, and glass displays: ARM Holdings, Atmel, Broadcom, Cirrus Logic, Corning, Qualcomm, and SanDisk.

To read this December 2011 Sector Focus in its entirety, click on this link to the Turner Investments Web site:
http://www.turnerinvestments.com/SectorFocus.

Or call 484.329.2407 for a free copy of the piece.