Welcome to Zing Talk, where Benzinga brings you the biggest names and brightest minds from Silicon Valley to New York City.

Today our guest is Phil Laverson, an Equity Portfolio Manager at Matrix LLC. We're gonna be talking about some of the trends and ideas from the Consumer Electronics Show that's taking place this week.

How are you doing, Phil?

Phil Laverson: Very good, thank you.

What were some of the things that you've been impressed with at the Consumer Electronics Show thus far this week?

Phil Laverson: Compared to prior years this year has been amazing. In terms of mobility, everybody was making me-too products. The last big thing before the iPhone was the RAZR [from Motorola Mobility Holdings, Inc. (NYSE: MMI)]. We really haven't had any killer phones or must-have phones or any new developments. And for the last five years we've been hearing about all these great things that have not materialized. Now all of a sudden this year it's like…everything that was spoken about back in the boom, from '99 to '01, has finally materialized. It's nice to see these things.

Conversely, what were some of the things that you were not impressed with?

Phil Laverson: The thing I'd say I'm not impressed with is all these new form factors. Those 80 tablets – the form factor ranges from 7-inch to 11-inch. So instead of being disappointed with one specific manufacturer I would say it's a lack of ingenuity.

I kind of felt that we would see one device that would be a major convergence device besides the iPhone 4, that would envelop things and applications like FaceTime, things like that, outside of what we've seen already. I guess the whole other thing is, there is no killer phone, no must-have phone that looks like it's going to be an Apple killer. It looks like everything's going to be fragmented.

The Motorola 4G phone is very nice but it's not something that's a must-have. It doesn't materially change the face of what Evo's already put out there. But I would say that all the manufacturers have caught up, and there's 80 tablets out there, and everyone has a 4G offering, and there's many more Android offerings, from that – it's a lot of advanced technology, but it's a lot of me-too. No one's really differentiating themselves through this cycle right now, and I would say that's the disappointment. There is no standout competitor.

Who are some of the names that are going to benefit from the trends that we've seen this year?

Phil Laverson: I would say that the upside to the disappointment in terms of no standouts at CES is that the stocks that you can leverage off this new cycle are very few and very concentrated. So, within those 80 tablets, there's three names that are definitely gonna be within every tablet that's being manufactured, and they are ARM Holdings (NASDAQ: ARMH), CEVA (NASDAQ: CEVA), and MIPS Technologies (NASDAQ: MIPS).

If you don't have an ARM core in your tablet, you're definitely gonna use a CEVA or a MIPS competitor solution. CEVA has teamed up with Intel (NASDAQ: INTC). We started to see some products here from them. But I would say if you made your bet, instead of trying to pick out if Samsung's Galaxy is better than the Motorola tablet, if you own all three of these names you're gonna benefit.

And then I would say to extend that one name further, from a component standpoint this was the most impressive thing at CES was that NVIDIA (NASDAQ: NVDA) has now shown up with their own ARM core solution so the manufacturers don't have to design it in. NVIDIA has turned the competition around and is going directly at Intel, saying that you don't need a CPU, all you need is a GPU. You can get a graphics processing unit over a central processing unit and your device will work as fast, if not faster, and with better graphics. I think that's the big win. I would say those four names are the best names to play.

There are other names that are derivatives here like Corning Incorporated (NYSE: GLW). They're getting a good amount of wins over the Japanese glass companies. But I would say those four or five names are the best way to play this year's CES.

One thing that really stood out to me was NVIDIA's Tegra 2 chip. Can you give us a little bit more in-depth detail on what it's taking market share away from Intel?

Phil Laverson: It's a two-step process here. One, NVIDIA leapfrogs ahead of ATI, which is owned by AMD (NYSE: AMD), with this new advanced architecture. Again, it's a bullet right into the heart of Intel, because what Intel has tried to do is eliminate, and just on the Intel road map, they tried to increase the capacity of the central processing unit to try and get rid of graphics.

What these guys have done, they've boomeranged it back right at them with all the architecture we've spoken about with ARM, CEVA and MIPS. And it's a category-killer. There's nothing on the AMD roadmap [or] the Intel roadmap that's close to what NVIDIA has come out with here.

For lack of a better word, this new chip is magic.

We have one more day left with CES. Is there anything you're really hoping one of the OEMs will come out with?

Phil Laverson: No. Today's like the day when you try to tie up loose ends and try to see what didn't make the Boy Genius report and the Engadget report and Benzinga and the rest of the highlights. You're just walking around, seeing what's derivative out there that may have been missed.

I think the fact that there's 80 tablets there is overwhelming. The interesting thing about Intel is that even though they seem to be losing to the GPUs is this attack that they're making at Netflix (NASDAQ: NFLX) is interesting.

I think the fact that the coverage has been so fragmented and so deep has been a plus for CES this year.