The big thing here is still swiftshader...
I challenge anyone to find me another venture company that has licensed it's ip to GOOGLE, adobe and citrix.. Now stop before you say the obvious.. Why would there just be 3 of the largest companies in the world want swift shader? surely all the other big tech stocks will have a use for this technology. So hold on and wait until these guys hit the market with a couple release in the span of weeks licensing that tech out... maybe samsung,aapl who knows that's where the speculation comes in. But I for one do not believe it stops with just 3 of best tech stocks in the states. IF google comes knocking they really have something here. Jmho Rory