Spreadsheet: 1676ce4f-6ebe-4d4a-a427-7038de242943
Sheet: Sheet1

Company Ticker | Convertible Debt | Leverage Ratio | Growth in Earnings | Asset Tangibility | Book to Market | Size (MarketCap) | Total debt | Total Equity | Total Assets | Physical Assets | EPS-2012 | EPS-2010 | Stock Price@ close 4/1/12 | Book Value of CS per share
AMD | 1505000000 | 0.679047234557933 | 0.6827586206896552 | 0.9331853048041986 | 0.2836737235367373 | 5600000000 | 3364000000 | 1590000000 | 4954000000 | 4623000000 | 1.45 | 0.46 | 8.03 | 2.2779
ARRS | 209766000 | 0.3267208500819365 | -0.6590909090909091 | 0.7653125711892181 | 0.7106767586821015 | 1310000000 | 444605000 | 916204999.9999999 | 1360810000 | 1041445000 | 0.44 | 0.73 | 11.23 | 7.9809
CDNS | 131920000 | 0.7665717161887253 | 7.444444444444444 | 0.7925592286016503 | 0.127447168216399 | 3260000000 | 1350139000 | 411130000.0000001 | 1761269000 | 1395910000 | 0.09 | -0.58 | 11.83 | 1.5077
CMVT | 2195000 | 0.8273274810033825 | -2.080684687654678 | 0.5840428412727858 | 0.293076923076923 | 1350000000 | 2328035000 | 485887000.0000002 | 2813922000 | 1643451000 | -0.21 | -0.6469437844074823 | 6.89 | 2.0193
CVG | 57500000 | 0.3931381400748097 | 1.557522123893805 | 0.6351519841781677 | 0.9203461249059445 | 1530000000 | 914400000 | 1411500000 | 2325900000 | 1477300000 | 1.13 | -0.63 | 13.29 | 12.2314
DDD | 131107000 | 0.4496710398424101 | 0.9342105263157894 | 0.6507557659825389 | 0.2060753789430561 | 1240000000 | 208186000 | 254788000 | 462974000 | 301283000 | 0.76 | 0.05 | 24.41 | 5.0303
EQIX | 941084000 | 0.6508729675295627 | -0.05882352941176476 | 0.8245335956983566 | 0.2680671622660856 | 7350000000 | 3765511000 | 2019813000 | 5785324000 | 4770193999.999999 | 1.7 | 1.8 | 156.04 | 41.8292
FEIC | 89011000 | 0.3606677254706586 | 0.7590361445783133 | 0.9408244174513652 | 0.3747118713093057 | 1830000000 | 393095000 | 696814000.0000001 | 1089909000 | 1025413000 | 2.49 | 0.6 | 49.11 | 18.4021
IDCC | 192529000 | 0.5268835108047599 | 0.1121076233183857 | 0.8616174240296579 | 0.2974066628374498 | 1570000000 | 525285999.9999999 | 471682000 | 996968000 | 859005000 | 2.23 | 1.98 | 34.82 | 10.3557
IGT | 756500000 | 0.6522241478913923 | 0.4387755102040816 | 0.6625746196803389 | 0.2897252090800478 | 5040000000 | 2709600000 | 1444800000 | 4154400000 | 2752600000 | 0.98 | 0.55 | 16.74 | 4.85
INTC | 1971000000 | 0.3544481784052081 | 0.6666666666666666 | 0.7817601484835276 | 0.3274679029957204 | 140460000000 | 25208000000 | 45911000000 | 71119000000 | 55598000000 | 2.37 | 0.79 | 28.04 | 9.1822
JDSU | 285800000 | 0.4538370841236479 | 3.758620689655173 | 0.8242682114112883 | 0.3252953439888812 | 3310000000 | 885300000 | 1065400000 | 1950700000 | 1607900000 | 0.29 | -0.8 | 14.39 | 4.681
LLTC | 785732000 | 0.6900309349263043 | 0.5062761506276151 | 0.9942194724509951 | 0.06672874737158306 | 7720000000 | 1125555000 | 505610999.9999999 | 1631166000 | 1621737000 | 2.39 | 1.18 | 33.29 | 2.2214
LRCX | 722404000 | 0.3912730683783729 | 1.330595482546201 | 0.9466120371844587 | 0.4503379900856241 | 5220000000 | 1587549000 | 2469845000 | 4057394000 | 3840778000 | 4.87 | -1.61 | 44.38 | 19.986
LVLT | 939000000 | 0.909538974825599 | 0.9317773788150808 | 0.7801789505611162 | 0.2227484472049689 | 5520000000 | 11995000000 | 1193000000 | 13188000000 | 10289000000 | -5.57 | -0.38 | 25.76 | 5.738
MCHP | 3186000 | 0.3893522296397173 | 0.5806451612903225 | 0.9481320782814892 | 0.2572558514931396 | 7140000000 | 1155620000 | 1812438000 | 2968058000 | 2814111000 | 2.17 | 0.91 | 37.17 | 9.5622
MSFT | 1171000000 | 0.4748767294671769 | 0.3417266187050359 | 0.8774194141889903 | 0.2115176908752328 | 270640000000 | 51621000000 | 57083000000 | 108704000000 | 95379000000 | 2.78 | 1.83 | 32.22 | 6.8151
MU | 1578000000 | 0.3321583514099783 | 2.611111111111111 | 0.9719360086767896 | 1.053255813953488 | 7960000000 | 4900000000 | 9852000000 | 14752000000 | 14338000000 | -0.18 | 0.29 | 8.17 | 8.6051
NIHD | 206480000 | 0.6807394879561256 | -0.2777777777777776 | 0.8794518427546989 | 1.004983516483517 | 3030000000 | 6675940000 | 3130954000 | 9806894000 | 8624691000 | 1.8 | 2.3 | 18.2 | 18.2907
NUAN | 222557000 | 0.3911617557034381 | 0.6923076923076923 | 0.2480496511482818 | 0.3151641907740422 | 7870000000 | 1601922000 | 2493371000 | 4095293000 | 1015836000 | 0.13 | 0.04 | 25.58 | 8.0619
NVLS | 272172000 | 0.4317308114332334 | 1.246498599439776 | 0.9289602842043029 | 0.3182638469284995 | 3260000000 | 836105000 | 1100530000 | 1936635000 | 1799057000 | 3.57 | -0.88 | 49.65 | 15.8018
ONNN | 567100000 | 0.6154242307197116 | 0.4615384615384615 | 0.8620059224925969 | 0.3639149888143177 | 3840000000 | 2390000000 | 1493500000 | 3883500000 | 3347600000 | 0.26 | 0.14 | 8.94 | 3.2534
ROVI | 250270000 | 0.4255562112647522 | 1.243243243243243 | 0.2604797053855971 | 0.4776219888820259 | 3480000000 | 1254015000 | 1692752000 | 2946767000 | 767572999.9999999 | 0.74 | -0.18 | 32.38 | 15.4654
SNDK | 1604911000 | 0.3060360417382498 | 0.6361829025844931 | 0.9565007064617862 | 0.5889807886754297 | 12020000000 | 3113809000 | 7060838999.999999 | 10174648000 | 9732058000 | 5.03 | 1.83 | 49.45 | 29.1251
STM | 221000000 | 0.3388457086158426 | 2.131578947368421 | 0.859103687779064 | 1.077917189460477 | 6600000000 | 4098000000 | 7996000000 | 12094000000 | 10390000000 | 1.14 | -1.29 | 7.97 | 8.591
TER | 156098000 | 0.3123306310451381 | 1.516778523489933 | 0.6592617603908182 | 0.4882727814175105 | 3110000000 | 683579000 | 1505060000 | 2188639000 | 1442886000 | 1.49 | -0.77 | 16.79 | 8.1981
VSH | 244054000 | 0.4628236347299189 | 1.146919431279621 | 0.9622617938157416 | 0.837962202136401 | 1840000000 | 1385569000 | 1608161000 | 2993730000 | 2880752000 | 2.11 | -0.31 | 12.17 | 10.198
WBMD | 800000000 | 0.5890154019591414 | -0.02189781021897796 | 0.8646559315062232 | 0.475369206598586 | 1430000000 | 966589000 | 674436000 | 1641025000 | 1418922000 | 1.37 | 1.4 | 25.46 | 12.1029