Date updated:08-25-2008
Based on my screening criteria of stocks with great future earnings potential, great stories and above average technical attributes

-
ALTR
Altera Cp - $23.41
- +1.87%
- $23.16
Together with XLNX holds 80% of Programmable Logic Devices (PLD) market; long-term secular trend of migration from ASICs to PLDs; ahead of XLNX in coming out with 65nm products

-
MPWR
Monolithic Power - $24.45
- +4.26%
- $23.63
Makes power management chips (mainly converters) for laptops, flat panels and other consumer devices; going into next generation LED inverters to replace traditional CCFL backlighting, possible future growth driver; analog chips are immune from the downturn in memory and logic devices

-
ONNN
On Semiconductor - $9.71
- +0.73%
- $9.69
Makes power management chips (MOSFETs, IGBTs, converters) for consumer electronics, computing, networking and hybrid electric vehicles; makes these items more power efficient; sticking to our growth theme of analog devices

-
NETL
Netlogic Microsys - $34.83
- +0.32%
- $35.13
Provides high-speed processors for routers, switches, and other network equipment for faster delivery of voice, video, and data for enterprise, communications and mobile wireless networks; riding on positive secular trends of increasing bandwidth requirements, especially for IPTV; increasing orders from big clients such as CSCO

-
CAVM
Cavium Networks I - $17.51
- -0.34%
- $17.60
Makes high-speed SOCs for networking, communications and security appliances; like NETL is another beneficiary of triple-play (video, voice, data) bandwidth requirements and proliferation of WLAN technologies; revenues increased 64.6% while margins were up 260 bps in the most recent qtr

-
VRGY
Verigy Ltd. - $18.72
- +0.48%
- $18.61
Provides test systems for the memory and SOC (system-on-chip) markets; like PLDs, SOCs are the wave of the future and are one of the few chip sectors fabs are willing to spend on; SOC sales are up 100.8% for 1HFY08, offsetting slowdown in memory and allowing gross margins to expand

-
VSEA
Varian Semicond E - $33.88
- +2.88%
- $32.78
Beaten down due to weakness in memory chip sector, but VSEA holds a virtual monopoly (64% share) in the high-margin, high-barrier ion implant business with the exit of AMAT; also uses superior single-wafer process which becomes critical as chips become smaller than 90nm (vs ACLS' batch process tools)

-
PWR
Quanta Services I - $32.45
- -0.18%
- $32.66
A general contractor offering construction, repair and maintenance of network infrastructure for electric, gas and wind power markets, as well as cable and telecommunications industries; all segment revenues grew at least 44.6% for the most recent quarter; wind farms are usually in isolated places, and transmission lines are needed to bring power to where it is needed
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