Another part of the tablet boom are memory companies like Micron Technologies and SanDisk that make the solid state drives that are used in light-weight tablet devices will be in a good place to benefit from the consumer demand for the products, says Mosesmann.
The second is really what I was writing about in my previous post, and I still think that something that consumed data in a s super light-weight way could be a really big product but not necessarily for Apple.
The lightweight comes thanks, in part, to the fact that the company didn't beef up the battery, instead offering up some software bumps it says compensate for the additional battery drain that comes with things like a revved-up display.