Today, the action is in cloud computing, social networks, smart phones and tablets. Which brings me to the Apple iPad, a device that is changing the world faster than anyone—except perhaps Steve Jobs—thought possible. Apple sold more than 15 million iPads in the nine months of 2010 the device was available. This year it may sell 45 million. And while Apple (AAPL) has been a fine stock, even more profitable have been some of the relatively unknown companies supplying the guts of the device. One of these is Polypore (PPO), which I’ve mentioned here four times since August. The...
