Goldman Sachs Names iPad Winners and Losers (AAPL, ARMH, MSFT, more...)

Goldman Sachs put together a list of winners and lowers from the rise of Apple (Nasdaq: AAPL) iPad and other tablet computers.

Winners:

• Apple (Nasdaq: AAPL) - leadership position with the iPad and corresponding profit pool
  
• ARM Holdings plc (Nasdaq: ARMH) - expects most tablets to be designed with low-power, ARM-based chips
  
• iPad component vendors - Samsung, Infineon (NYSE: IFX), Broadcom (Nasdaq: BRCM), Linear (Nasdaq: LLTC)
  
• Secondary winners - Hon Hai, Murata, Citrix (Nasdaq: CTRX), Lam (Nasdaq: LRCX), Qualcomm (Nasdaq: QCOM), SanDisk (Nasdaq: SNDK), SBA Comm. (Nasddaq: SBAC), Crown Castle (NYSE: CCI), Syniverse (NYSE: SVR), media companies, SaaS apps, CDNs.

Losers:

• Microsoft (Nasdaq: MSFT) - due to imapct on lost Windows sales and its lack of a competitive tablet response
  
• Intel (Nasdaq: INTC) and AMD (NYSE: AMD) - suffer lost unit volumes to ARM-based competitors
  
• HDD makers, Marvell (Nasdaq: MRVL), LSI (NYSE: LSI) - move to solid state storage from hard drives in tablets
  
• Secondary losers: Micron (NYSE: MU), Acer, ASUSTeK, Barnes & Noble (NYSE: BKS), RadioShack (NYSE: RSH), Best Buy (NYSE: BBY)

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