Top Stocks Of CES 11

Phil Laverson, an equity portfolio manager at Matrix LLC, says that there are three names that will be within every tablet that's being manufactured:

(1) ARM Holdings (NASDAQ: ARMH)

(2) CEVA (NASDAQ: CEVA)

(3) MIPS Technologies (NASDAQ: MIPS).

“If you don't have an ARM core in your tablet, you're definitely gonna use a CEVA or a MIPS competitor solution,” Laverson said. “CEVA has teamed up with Intel (NASDAQ: INTC). We started to see some products here from them. But I would say if you made your bet, instead of trying to pick out if Samsung's Galaxy is better than the Motorola tablet, if you own all three of these names you're gonna benefit.”

Beyond that, Laverson recognizes the accomplishments made by NVIDIA (NASDAQ: NVDA). “From a component standpoint this was the most impressive thing at CES was that NVIDIA has now shown up with their own ARM core solution so the manufacturers don't have to design it in,” he said.

“NVIDIA has turned the competition around and is going directly at Intel, saying that you don't need a CPU, all you need is a GPU. You can get a graphics processing unit over a central processing unit and your device will work as fast, if not faster, and with better graphics. I think that's the big win.”

Finally, Laverson said that there are other derivatives at the show worth noting, including Corning Incorporated (NYSE: GLW). “They're getting a good amount of wins over the Japanese glass companies,” he said.

To hear more from the equity portfolio manager – including his winners and losers of CES – don't miss Benzinga's full interview with Phil Laverson.