Credit Suisse ( CS - news - people ) estimates sales of tablet computers will grow to 169.7 million units in 2013, up from 110 million units this year.
On Creative Suite, Garrett notes that CS5 had a good quarter, with sales for the current version to date running about 21% ahead of where they were on CS 4, and only slightly behind the levels recorded on CS3.
Keeping his Buy rating, Yeung says the stock should get off to a good start this year, driven by a strong CS, with some seasonal stall mid-year, then strengthening again later in the year as ultrabook sales pick up and the debut of the Silvermont mobile SOC parts become available.