As the tablet market grows, Intel may seem poised to profit, as Intel products appear in about 20 tablets. However, this may be misleading because companies like Microsoft are only including Intel chips in their higher-end products. Eric thinks lower-end tablets are where the growth lies ahead, so investors should temper their expectations regarding Intel and tablets.
If you're looking for something different, then you should check out our new free report, "The Motley Fool's Top Stock for 2012." In it, our chief investment officer identifies his favorite company for the year. To access the report before the rest of the market catches on, click here -- it's absolutely free.