Morningstar's Take on The Consumer Electronics Show

Equity analyst Brian Colello describes his outlook for global technology companies after attending the much-hyped Consumer Electronics Show in Las Vegas

Brian Colello, CPA 14 January, 2013 | 10:48AM
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This week we attended the Consumer Electronics Show (CES) in Las Vegas and viewed a wide range of electronic devices. We didn't see any products or announcements that were game-changers and we don't expect to immediately change our long-term theses for any firms in our coverage, based on CES. Rather, we view much of the news from CES as evolutionary, whether it be faster, more integrated chipsets, higher-quality HD TVs, or differentiated computing form factors, such as the phablet (phone/tablet) or the large tablet/Table Top PC.

Below are our initial key takeaways from the army of product announcements at the event:

Key Takeaways

A host of mobile processor-makers, such as Qualcomm (QCOM), Samsung, Nvidia (NVDA) and Intel (INTC), upped the ante in the smartphone space, announcing increasingly faster processors with impressive specs.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Alphabet Inc A2,638.00 USD-1.59Rating
Apple Inc146.77 USD-1.49Rating
Intel Corp53.18 USD-2.08Rating
NVIDIA Corp192.08 USD-0.45Rating
Qualcomm Inc140.93 USD-1.79Rating

About Author

Brian Colello, CPA  is a senior stock analyst with Morningstar.

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