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The Digital Skeptic: What's Dumb at CES 2013

But Apple is still Apple, and its answer to Windows 8 will almost certainly be one of the big questions in 2013. But it feels significant that Apple missed this moment to beat the iDrum. If the Apple bashers are on to something, Q1 2013 might just turn out to be the high mark before the slide.

It's still the screen, stupid
The CES 2013 show floor is a display slum. Among the dead men wandering around here are 3-D, ultra-high-definition and traditional PC displays. All are either non-starters or mature markets. Reports from bright people such as Craig Stice at IHS iSuppli Market Intelligence nail the vibe: When the counting is done, the numbers will probably show that PC shipments declined in 2012 for the first time in a decade.

But -- and this is a big but -- this does not mean 2013 will suck for screens. Analysts, product manager and designers all say there are important steps ahead in incremental increases in screen size, screens' ability to render to their edges and even the use of the sides of smartphones. That's right: The bevels will show an image. While not as flashy as, say, flexible display, these improvements will amp up the portable devices experience and unlock value in touch-based elections.  

It is not an accident that major display giants, namely Samsung, are flaunting gaudy concept displays such as translucent, flexible and drastically thinner screens.

Pay attention, Apple lovers: I would not be shocked if the yet-to-be released Galaxy S IV, with dramatically improved screen, will be the device of year.

Ignoring the tabletop PC
Speaking of interesting niches in electronics, take the tabletop PC. These are nothing new -- Microsoft (MSFT) demoed one here back in 2008, if I remember right.

But Table PCs are poised for a breakthrough. Both 3M (MMM - Get Report) and Lenovo are showing interesting tabletop units, including an 84-inch collaborative work computer and 27-inch coffee table PC.

"These PCs work as tables. Anybody can touch them," said Sam Dusi, vice president of marketing intelligence and analysis for Lenovo. "They let groups work on the same computer. The apps that support this work. And the costs are not out of line."

To me, ignoring riffs on the PC such as this would be a mistake.

This commentary comes from an independent investor or market observer as part of TheStreet guest contributor program. The views expressed are those of the author and do not necessarily represent the views of TheStreet or its management.
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