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CES: Day Two Recap

Stocks in this article: INTC AAPL QCOM HPQ BRCM

LAS VEGAS ( TheStreet) -The Consumer Electronics Show kicked into high gear in its second day, and though most of the big presenters had already shown off their wares, the event felt even larger than on Monday. It seemed like it was nearly double in size.

Tablets, TVs, Ultrabooks, and smartphones continued to dominate in Las Vegas, with companies like Broadcom (BRCM), Qualcomm (QCOM) , and Intel (INTC) showing off their latest chipsets that will blow your mind, and in some cases, your wallet.

1. Broadcom

Speaking with Broadcom CEO Scott McGregor in an exclusive interview, I had the pleasure of seeing the company's new chipset for Ultra HD televisions, showcasing 4K resolution.

It's vastly superior to HD in terms of clarity and precision, as McGregor showed off the technology on a high-end $22,000 television. Clearly, you're bound to spend some serious coin if you want the latest and greatest when it comes to TV sets. Broadcom also unveiled new 5G chipsets, 802.11 ac, designed to make connectivity speeds that much faster. We can expect to see this rolled out later this year, with mass adoption coming perhaps as early as 2013, but more likely, sometime in 2014.

2. Qualcomm

Qualcomm CEO Paul Jacobs gave the keynote address at CES this year, but I also attended an invite-only event for journalists. Jacobs noted that supply constraints for 28-nanometer chipsets have largely been resolved, with a balance between supply and demand. Jacobs noted that he expects more than 500 million smartphones and tablets to be sold in the next four years, and Qualcomm, via its Snapdragon chips, is poised to benefit.

3. Intel

While Qualcomm and Broadcom showed off impressive new designs, Intel keeps beating the same dead horse. The Ultrabook designs showed off at Intel's booth were largely uninspiring. There was even a 20-inch tablet/computer that Intel tried to convince me was going to replace household tablets. Feeling the weight of this, there's no way a younger kid is going to lug this from room-to-room to watch his/her favorite shows or play games on it. Heck, the tablet might weigh more than they do!!

Intel also spoke about its chip designs for tablets and smartphones, and said 2013 will be similar to 2012 for the no.1 chip maker. Uh, Earth to Intel. 2012 wasn't great. The interview was largely uninspiring, and though the company said it will have some announcements coming later this year, I don't think it will be anything Earth-shattering, or more importantly, a positive catalyst for the stock. As they say, what happens in Vegas stays in Vegas. Perhaps Intel should heed this advice.

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