One of his favorite stocks is Trident Microsystems, which last week unveiled its second-generation digital videoprocessors for HDTV, at the Las Vegas Consumer Electronics Show.
No word yet on who is making those boxes or how much they'll cost, but we're hoping to learn a few more details about Intel's big push to tie video content to its new processors at its CES press conference in just a few days.
Nearly everyone offers a high-MP camera, many with both rear and front facing lens, voice recognition, multiple-processors, music, video, and potential payment mechanisms through incorporation of Near Field Communication chips.