Keep an eye on your neighborhood electronics store to stay on top of the next handheld invasion. What's next in the mobile computing market is a veritable flood of tablet computers hitting retail shelves any day now.
I'm not just talking about the long-rumored Apple
And the jockeying is just as intense behind the scenes. The Qualcomm
And in another corner, NVIDIA
While NVIDIA took pains to tout the new chip's high-def video playing abilities, and pitched it for a variety of tech platforms including smartphones, the obvious takeaway from the information we've seen is that the Tegra 250 kicks butt in 3-D games. This bad boy brings gameplay into handheld systems that was only seen on high-end desktop computers a couple of years ago. If you're hanging on to a PC that's a few years old, chances are that NVIDIA's tablet systems will outperform it.
So NVIDIA is sticking with a new spin on the market it knows best: gaming. I expect to see gaming tablets hitting store shelves within the next few months, and NVIDIA looks like an obvious choice for the system builders. Many of these tablets are based on Google's Android, and should have a wealth of gaming opportunities.
NVIDIA should easily build a firm grip on the handheld gaming niche market. Given how quickly consumers took to the smartphone revolution, I'd be surprised if the Tegra didn't generate significant sales for NVIDIA in 2010.
How would you invest in the tablet computer sector? Share your thoughts in the comments below
Fool contributor Anders Bylund holds no position in any of the companies discussed here. Google is a Motley Fool Rule Breakers recommendation. Intel is a Motley Fool Inside Value pick and a Motley Fool Options Buy Calls recommendation. Apple and NVIDIA are Motley Fool Stock Advisor selections. Try any of our Foolish newsletters today, free for 30 days. You can check out Anders' holdings and a concise bio if you like, and The Motley Fool is investors writing for investors.