According to Gumshoe, who routinely unravels Motley's riddles, the company they are pumping in reference to Apple's Fuelband core is Invensense (INVN).

". . . Invensense specializes in “multi-sensor on one chip” MEMS chips, the ones that have both a compass and an accelerometer and whatever else combined into one chip for maximum efficiency and speed . . ."

Apparently their chip is still developed on CMOS MEMS, though someone with more technical saavy could confrim. If so, just another Poet prospect partner?

http://www.stockgumshoe.com/reviews/motley-fool-rule-breakers/whats-tim-cooks-please-take-my-money-stock/