Spreadsheet: 13d9b778-cab6-475c-b024-4d273a5044e4
Sheet: Sheet1

Unnamed: 0 | Unnamed: 1 | Unnamed: 2 | Unnamed: 3 | Unnamed: 4 | Unnamed: 5 | Unnamed: 6 | Unnamed: 7 | Unnamed: 8 | Unnamed: 9 | Unnamed: 10
Company Ticker | Convertible Debt | Book to Market | Leverage Ratio | Return On Equity | Size (MarketCap) | Net Income 2011 | Total Equity | Total debt | Stock Price@ close 4/1/12 | Book Value of CS per share
AMD | 1505000000 | 0.2836737235367373 | 0.679047234557933 | 0.3088050314465409 | 5600000000 | 491000000 | 1590000000 | 3364000000 | 8.03 | 2.2779
ARRS | 209766000 | 0.7106767586821015 | 0.3267208500819365 | -0.01927734513564104 | 1310000000 | -17662000 | 916204999.9999999 | 444605000 | 11.23 | 7.9809
CDNS | 131920000 | 0.127447168216399 | 0.7665717161887253 | 0.1756840901904507 | 3260000000 | 72229000 | 411130000.0000001 | 1350139000 | 11.83 | 1.5077
CMVT | 2195000 | 0.2930769230769231 | 0.8273274810033825 | -0.2723308094268831 | 1350000000 | -132322000 | 485887000.0000002 | 2328035000 | 6.89 | 2.0193
CVG | 57500000 | 0.9203461249059445 | 0.3931381400748097 | 0.2371944739638682 | 1530000000 | 334800000 | 1411500000 | 914400000 | 13.29 | 12.2314
DDD | 131107000 | 0.2060753789430561 | 0.4496710398424101 | 0.1390175361476993 | 1240000000 | 35420000 | 254788000 | 208186000 | 24.41 | 5.0303
EQIX | 941084000 | 0.2680671622660856 | 0.6508729675295627 | 0.04654094215652638 | 7350000000 | 94004000 | 2019813000 | 3765511000 | 156.04 | 41.8292
FEIC | 89011000 | 0.3747118713093057 | 0.3606677254706586 | 0.1487297901592103 | 1830000000 | 103637000 | 696814000.0000001 | 393095000 | 49.11 | 18.4021
IDCC | 192529000 | 0.2974066628374498 | 0.5268835108047599 | 0.1896786394223227 | 1570000000 | 89468000 | 471682000 | 525285999.9999999 | 34.82 | 10.3557
IGT | 756500000 | 0.2897252090800478 | 0.6522241478913923 | 0.1962901439645626 | 5040000000 | 283600000 | 1444800000 | 2709600000 | 16.74 | 4.85
INTC | 1971000000 | 0.3274679029957204 | 0.3544481784052081 | 0.2818932282023916 | 140460000000 | 12942000000 | 45911000000 | 25208000000 | 28.04 | 9.1822
JDSU | 285800000 | 0.3252953439888812 | 0.4538370841236479 | 0.0672048057067768 | 3310000000 | 71600000 | 1065400000 | 885300000 | 14.39 | 4.681
LLTC | 785732000 | 0.06672874737158306 | 0.6900309349263043 | 1.148673585028807 | 7720000000 | 580782000 | 505610999.9999999 | 1125555000 | 33.29 | 2.2214
LRCX | 722404000 | 0.4503379900856241 | 0.3912730683783729 | 0.2930337733744425 | 5220000000 | 723748000 | 2469845000 | 1587549000 | 44.38 | 19.986
LVLT | 939000000 | 0.2227484472049689 | 0.909538974825599 | -0.633696563285834 | 5520000000 | -756000000 | 1193000000 | 11995000000 | 25.76 | 5.738
MCHP | 3186000 | 0.2572558514931396 | 0.3893522296397173 | 0.2311527346038871 | 7140000000 | 418950000 | 1812438000 | 1155620000 | 37.17 | 9.5622
MSFT | 1171000000 | 0.2115176908752328 | 0.4748767294671769 | 0.4055498134295675 | 270640000000 | 23150000000 | 57083000000 | 51621000000 | 32.22 | 6.8151
MU | 1578000000 | 1.053255813953488 | 0.3321583514099783 | 0.01695087291920422 | 7960000000 | 167000000 | 9852000000 | 4900000000 | 8.17 | 8.6051
NIHD | 206480000 | 1.004983516483517 | 0.6807394879561256 | 0.06349630176617094 | 3030000000 | 198804000 | 3130954000 | 6675940000 | 18.2 | 18.2907
NUAN | 222557000 | 0.3151641907740422 | 0.3911617557034381 | 0.01533586457851639 | 7870000000 | 38238000 | 2493371000 | 1601922000 | 25.58 | 8.0619
NVLS | 272172000 | 0.3182638469284995 | 0.4317308114332334 | 0.2277802513334484 | 3260000000 | 250679000 | 1100530000 | 836105000 | 49.65 | 15.8018
ONNN | 567100000 | 0.3639149888143177 | 0.6154242307197116 | 0.007766990291262136 | 3840000000 | 11600000 | 1493500000 | 2390000000 | 8.94 | 3.2534
ROVI | 250270000 | 0.4776219888820259 | 0.4255562112647522 | -0.02438986927795685 | 3480000000 | -41286000 | 1692752000 | 1254015000 | 32.38 | 15.4654
SNDK | 1604911000 | 0.5889807886754297 | 0.3060360417382498 | 0.1397836716004996 | 12020000000 | 986990000 | 7060838999.999999 | 3113809000 | 49.45 | 29.1251
STM | 221000000 | 1.077917189460477 | 0.3388457086158426 | 0.08129064532266134 | 6600000000 | 650000000 | 7996000000 | 4098000000 | 7.97 | 8.591
TER | 156098000 | 0.4882727814175105 | 0.3123306310451381 | 0.2483681713685833 | 3110000000 | 373809000 | 1505060000 | 683579000 | 16.79 | 8.1981
VSH | 244054000 | 0.837962202136401 | 0.4628236347299189 | 0.1485056533518721 | 1840000000 | 238821000 | 1608161000 | 1385569000 | 12.17 | 10.198
WBMD | 800000000 | 0.475369206598586 | 0.5890154019591414 | 0.1105753548149861 | 1430000000 | 74576000 | 674436000 | 966589000 | 25.46 | 12.1029