Broad based optimism at CES, from the exhibitors, attendees and commentators, points to a strong 2010 for the electronics industry. As Smith's CPU Commodity Manager, I've been particularly impressed with the diverse end-products I'm seeing that will fuel strong CPU demand. Common among such diverse products as tablets, smart phones, handhelds, e-readers and even automobiles (check out the Lamborghini below) is the push for "always-on" functionality. Connecting devices to the web for continual and immediate web-browsing looks to be standard for a range of devices. At the component level, this of course means that cellular chipsets that combine processing and broadband connectivity are poised for significant growth.