Way to play growth in tablets..

I have been thinking of a way to play the Tablet category without betting on the success of either ipad, amazon kindle or even samsung galaxy. A play which is device/platform agnostic has to be something which is common to either three and will do well no matter which one succeeds the most in the marketplace. That common play has to be a componentwhich is common to all three, could think of three names: one a semiconductor processing company to remain nameless on my blog.:), second ARM Holdings, third Corning (GLW). GLW's gorilla glass goes in either device. The stock appears to have bottomed recently, with a buy back program in place. Insiders have been buying at avg price around $14. Just one issue is that Gorilla glass isnt the majority contributor to GLW's business. I am long the stock at avg price of $13.20.