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.
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Eric Bleeker owns shares of NVIDIA. Jeremy Phillips has no positions in the stocks mentioned above. The Motley Fool owns shares of Intel and Microsoft. Motley Fool newsletter services recommend Intel, Microsoft, and NVIDIA. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.