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

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

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

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

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

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

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)

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