Spreadsheet: 3104be48-15c6-4ebd-bda5-f06a277a180a
Sheet: Sheet1

Company Ticker | Convertible Debt | E/P Ratio | Growth in NOA | Growth in Earnings | Stock Price@ close 4/1/12 | EPS-2012 | EPS-2011 | Fixed Assets-2011 | Fixed Assets-2010 | Intangible Assets 2011 | Intangible Assets-2010 | Long Term Debt-2011 | Long Term Debt-2010 | Working Capital-2011 | Working Capital-2010
AMD | 1505000000 | 0.1805728518057285 | 0.541135573580533 | 0.6827586206896552 | 8.03 | 1.45 | 0.46 | 726000000 | 700000000 | 331000000 | 360000000 | 1527000000 | 2188000000 | 2196000000 | 1920000000
ARRS | 209766000 | 0.03918076580587711 | -1.883293812727473 | -0.6590909090909091 | 11.23 | 0.44 | 0.73 | 61375000 | 56306000 | 319365000 | 403580000 | 209766000 | 202615000 | 191706000 | 788442000
CDNS | 131920000 | 0.007607776838546069 | 0.717058575779403 | 7.444444444444444 | 11.83 | 0.09 | -0.58 | 262517000 | 285115000 | 365359000 | 340490000 | 131920000 | 406404000 | 921507000 | 181858000
CMVT | 2195000 | -0.0304789550072569 | 0.2931748275466856 | -2.080684687654678 | 6.89 | -0.21 | -0.6469437844074823 | 101413000 | 66843000 | 1193678000 | 1170471000 | 600429000 | 583234000 | 378527000 | 104477000
CVG | 57500000 | 0.08502633559066967 | 0.4984268981463932 | 1.557522123893805 | 13.29 | 1.13 | -0.63 | 365400000 | 347600000 | 848600000 | 860600000 | 121000000 | 119300000 | 1545100000 | 234300000
DDD | 131107000 | 0.0311347808275297 | -0.2397195679638428 | 0.9342105263157894 | 24.41 | 0.76 | 0.05 | 29594000 | 27669000 | 161691000 | 77253000 | 138716000 | 8055000 | 59829000 | 42475000
EQIX | 941084000 | 0.01089464239938477 | 0.666343645136294 | -0.05882352941176476 | 156.04 | 1.7 | 1.8 | 3225912000 | 2650953000 | 1015130000 | 925310000 | 2753833000 | 2020619000 | 4553668000 | 459933000
FEIC | 89011000 | 0.05070250458155162 | -1.104964131536319 | 0.7590361445783133 | 49.11 | 2.49 | 0.6 | 85082000 | 80681000 | 64496000 | 43955000 | 90782000 | 90570000 | 191842000 | 493518000
IDCC | 192529000 | 0.06404365307294659 | -126.7761852260198 | 0.1121076233183857 | 34.82 | 2.23 | 1.98 | 7997000 | 8344000 | 137963000 | 130305000 | 192529000 | 180000 | 51104000 | 440996000
IGT | 756500000 | 0.05854241338112307 | 0.4730645736710667 | 0.4387755102040816 | 16.74 | 0.98 | 0.55 | 552100000 | 586700000 | 1401800000 | 1353700000 | 1646300000 | 1674300000 | 1374200000 | 620100000
INTC | 1971000000 | 0.08452211126961484 | 0.5174345718184541 | 0.6666666666666666 | 28.04 | 2.37 | 0.79 | 23627000000 | 17899000000 | 15521000000 | 5391000000 | 7084000000 | 2077000000 | 58073000000 | 22284000000
JDSU | 285800000 | 0.02015288394718554 | -0.05005947660586836 | 3.758620689655173 | 14.39 | 0.29 | -0.8 | 248900000 | 183000000 | 342800000 | 423400000 | 285800000 | 270800000 | 702900000 | 723700000
LLTC | 785732000 | 0.07179333133072996 | 0.5644844921330829 | 0.5062761506276151 | 33.29 | 2.39 | 1.18 | 332969000 | 257035000 | 9429000 | 15086000 | 785732000 | 766960000 | 872600000 | 681791000
LRCX | 722404000 | 0.1097341144659757 | -3.739278326956094 | 1.330595482546201 | 44.38 | 4.87 | -1.61 | 270458000 | 200336000 | 216616000 | 236906000 | 738488000 | 17645000 | 592732000 | 1198004000
LVLT | 939000000 | -0.2162267080745341 | 1.212510831889081 | 0.9317773788150808 | 25.76 | -5.57 | -0.38 | 8136000000 | 530200000 | 2899000000 | 1798000000 | 8385000000 | 6268000000 | 15814000000 | 16000000
MCHP | 3186000 | 0.0583804143126177 | 0.1341730853988199 | 0.5806451612903225 | 37.17 | 2.17 | 0.91 | 493039000 | 540513000 | 75865000 | 153947000 | 340672000 | 347334000 | 1829677000 | 1434667000
MSFT | 1171000000 | 0.08628181253879577 | -0.6609935769495954 | 0.3417266187050359 | 32.22 | 2.78 | 1.83 | 8162000000 | 7630000000 | 13325000000 | 13552000000 | 11921000000 | 4939000000 | 17991000000 | 29529000000
MU | 1578000000 | -0.02203182374541003 | 0.6556217135787195 | 2.611111111111111 | 8.17 | -0.18 | 0.29 | 7555000000 | 6601000000 | 414000000 | 323000000 | 1861000000 | 1648000000 | 19756000000 | 3631000000
NIHD | 206480000 | 0.09890109890109891 | 0.563082290252052 | -0.2777777777777776 | 18.2 | 1.8 | 2.3 | 3490474000 | 2960046000 | 1182203000 | 433208000 | 4253171000 | 2818423000 | 5857969000 | 2167909000
NUAN | 222557000 | 0.00508209538702111 | 0.02493381175016194 | 0.6923076923076923 | 25.58 | 0.13 | 0.04 | 78218000 | 62083000 | 3079457000 | 2763808000 | 853020000 | 851014000 | 191634000 | 459170000
NVLS | 272172000 | 0.07190332326283988 | -0.5648490077189361 | 1.246498599439776 | 49.65 | 3.57 | -0.88 | 208764000 | 218569000 | 137578000 | 140506000 | 375361000 | 105992000 | 773163000 | 911390000
ONNN | 567100000 | 0.029082774049217 | 0.6279622260497714 | 0.4615384615384615 | 8.94 | 0.26 | 0.14 | 1109500000 | 864300000 | 535900000 | 494200000 | 836900000 | 752800000 | 2558900000 | 647100000
ROVI | 250270000 | 0.02285361334156887 | -0.1615253369608932 | 1.243243243243243 | 32.38 | 0.74 | -0.18 | 43203000 | 39205000 | 2179194000 | 1559601000 | 969598000 | 378083000 | 132154000 | 387935000
SNDK | 1604911000 | 0.1017189079878665 | -4.568855188461615 | 0.6361829025844931 | 49.45 | 5.03 | 1.83 | 344897000 | 266721000 | 442590000 | 37404000 | 1604911000 | 1711032000 | 1116530000 | 3072585000
STM | 221000000 | 0.1430363864491844 | 0.6554730518938762 | 2.131578947368421 | 7.97 | 1.14 | -1.29 | 3920000000 | 4046000000 | 1704000000 | 1785000000 | 826000000 | 1050000000 | 19174000000 | 3478000000
TER | 156098000 | 0.08874329958308518 | 0.3705907320761441 | 1.516778523489933 | 16.79 | 1.49 | -0.77 | 232207000 | 231577000 | 745753000 | 122941000 | 159956000 | 150182000 | 798194000 | 812914000
VSH | 244054000 | 0.1733771569433032 | 0.4493918659520059 | 1.146919431279621 | 12.17 | 2.11 | -0.31 | 907905000 | 912114000 | 112978000 | 113830000 | 399054000 | 431682000 | 2759169000 | 1267343000
WBMD | 800000000 | 0.05380989787902592 | 2.974012881866582 | -0.02189781021897796 | 25.46 | 1.37 | 1.4 | 57139000 | 61516000 | 222103000 | 224730000 | 800000000 | 0 | 171585000 | 403026000