| | See the top stocks that outperformed the S&P: | | MSFT | GOOG | YHOO | Stock Charts | |
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| Computer Software – Health Care: | | | | | | |
| Better tools will manage benefits for health care insurance.
When expected claims are managed then benefits are organized & costs are cut. | | | | | | |
| Provide/service the healthcare benefit management industry. | | SXCI | | SXCI | SXCI | |
| Supply healthcare IT solutions, devices, & related services. | | CERN | | | | |
| Deliver IT solutions to improve cash flow for health systems. | | MDAS | | | | |
| Provide IT solutions for Doctors. | | MDRX | | MDRX | MDRX | |
| Develop IT for medical/dental offices, schools, community health ctrs. | | QSII | | | | |
| Develop IT systems for small/midsize hospitals | | CPSI | | | | |
| Service Medicare Part D Prescription Drug Plans | | MHS | | | | |
| Provide surgical equip. to health care providers. | | LZR | | | | |
| Lower admin. costs and increase HIPAA compliance. | | ANCI | | | | |
| Manage fitness centers for firms, communities, & universities. | | FIT | | | | |
| Monitor relevant/timely clinical info. of a person's health. | | BEAT | | | | |
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| Computers- Networking: | | | | | | |
| As the health care infrastructure is built then home health care grows.
As “cloud-computing” is used and trusted then system must be secure. | | | | | | |
| Provide network infrastructure to create a secure single IP-based network. | | JNPR | | JNPR | JNPR | |
| Supply networking solutions to manage info. for data centers. | | BRCD | | BRCD | BRCD | |
| Supply internet applications to connect corporate LANs & WANs. | | EZCH | | | | |
| Provide secure networks on a global scale to all businesses. | | COMS | | | | |
| Develop solutions for wide-area distributed computing. | | RVBD | | | | |
| Provide IP-based networks.
| | CSCO | | CSCO | CSCO | |
| Provide storage networks & infrastructure for OEMs/distributors. | | QLGC | | | | |
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| Computers - Technology Services: | | | | | | |
| Plan & coordinate the use of hardware & software with experienced people.
The government cannot do it. IT services must do it. | | | | | | |
| Provide tools for security per DoD, state, homeland security; NASA & Feds. | | MANT | | MANT | MANT | |
| Provide global tools, software systems & financial tools. | | IBM | | IBM | IBM | |
| Provide IT to corp. offices of tech, telecoms, fin svcs, mfg & distribution. | | VIT | | VIT | VIT | |
| Provide IT to operate cities, counties, schools & other local gov'ts. | | TYL | | | | |
| Provide IT to financial svcs, healthcare, insurance, mfg, autos, telecom. | | SYNT | | | | |
| Provide IT, engineering, & professional services & solutions to Feds. | | NCIT | | | | |
| Provide IT consulting & svcs to financial, healthcare, mfg/retail logistics | | CTSH | | CTSH | CTSH | |
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| Computers -Software Design | | | | | | |
| Plans must exist before cables are buried and a network is tested.
Firms must design & assess prototypes for engineers to specify a project. | | | | | | |
| Develop engineering simulation software used by engineers. | | ANSS | | ANSS | ANSS | |
| Develop and produce systems-on-chips (SoCs) | | SNPS | | SNPS | SNPS | |
| Develop 3D and Product Lifecycle Mgt. (PLM) software. | | DASTY | | DASTY | DASTY | |
| Develop and support PLM software solutions. | | PMTC | | PMTC | PMTC | |
| Provide 3D design tools. | | ADSK | | | | |
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| Computers Software - Enterprise: | | | | | | |
| When networks run then content is monitored, managed & organized.
Send/receive data via a down/up loads. | | | | | | |
| Provide enterprise content management (ECM) software solutions. | | OTEX | | QTEX | QTEX | |
| Connect the organizational action -- from executive strategy to operations. | | CKSW | | | | |
| Provide app software for the insurance and financial firms | | EBIX | | EBIX | EBIX | |
| Own & operate secure satellite facilities & resell access to satellite airtime. | | TSYS | | | | |
| Provide IT for the wireless mobile industry. | | SMSI | | SMSI | SMSI | |
| Provide software to manage data via seamless applications. | | CVLT | | CVLT | CVLT | |
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| Electronics - Semiconductor Manufacturing: | | | | | | |
| As a network grows, more bytes get forced through the smallest pipes.
Optimization gets more from less. New products let old ones work better. Thus, $/share goes up and firms consolidate to benefit shareholders. | | | | | | |
| Provide ICs for routers, switches, wireless infrastructure, network security apps,... | | NETL | | | | |
| License silicone intellectual property for portables & consumer electronics. | | CEVA | | | | |
| Provide high-performance analog & mixed-signal power mgt. semiconductors. | | VLTR | | VLTR | VLTR | |
| Provide semiconductor materials & devices via radio frequency products. | | CREE | | CREE | CREE | |
| Develop ICs, modules and subsystems for radio frequency micro & mm. apps. | | HITT | | | | |
| Provide custom flash memory & DRAM tech for OEM | | STEC | | STEC | STEC | |
| Supply programmable semiconductors. PLDs, hardcopy ASICs, IP cores. | | ALTR | | ALTR | ALTR | |
| Provide semiconductors for wired/wireless communications. | | BRCM | | BRCM | BRCM | |
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| Internet Content (Web based info., marketing & ads): | | | | | | |
| When more households form then advertise to the consumer sectors. Grows as a secondary beneficiary of future government spending. Companies provide a hub for internet patrons. | | | | | | |
| Provide search engine & deliver online targeted ads via AdWords. | | GOOG | | GOOG | GOOG | |
| Operate online in Chinese via online interactive games & wireless services | | NTES | | | | |
| Operate in China via www.baidu.com Hold licenses to operate website & advertise. | | BIDU | | BIDU | BIDU | |
| Develop & operate online role-playing games for the Chinese market. | | CYOU | | | | |
| Provide access to Internet via ads integrated into a network of websites. | | YHOO | | | | |
| Entertain via multi-player online role playing & casual games in China. | | SNDA | | | | |
| Provide health info to consumers, healthcare profs, employers & health plans. | | WBMD | | | | |
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| Consider: | | | | | | |
| Manufacture wireless mobiles for e-mail, phone, SMS based apps. | | RIMM | | | | |
| Provide IT to enable mobile operators to deliver multimedia svcs to subscribers. | | STAR | | | | |
| Provide microwave parts & assemblies for wireless space & defense markets. | | ANEN | | | | |
| Provide custom module design slns to access electronics manufacturers in China. | | COGO | | | | |
| Design wireless tech to develop & approve cell standards | | IDCC | | | | |
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| As high speed wireless infrastructure is built, fiber may carry info: | | | | | | |
| Make glass substrates for LCD displays, optical fiber & cable, | | GLW | | GLW | GLW | |
| Buy, develop, license & enforce patented technologies. | | ACTG | | ACTG | ACTG | |
| Design & make virtual imaging products for OLED microdisplays | | EMAN | | | | |
| Provide intuitive interface tech & solutions to business. | | LINK | | | | |
| Provide IT to the communications network & commercial systems. | | RSYS | | | | |
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| Use virtualization to increase the capacity of the internet: | | | | | | |
| Provide open source software solutions to the enterprise. | | RHT | | RHT | RHT | |
| Provide speech-based solutions for business & consumers | | NUAN | | | | |
| Provide mobile software for knowledge workers, OEM, developers | | ADBE | | | | |
| Develop software for media apps in the Web communications. | | SOFO | | | | |
| Develop software. Train/certify system integrators & developers. | | MSFT | | MSFT | MSFT | |
| Provide services to people, business. | | HPQ | | | | |
| Provide DBs and middleware software to manage business. | | ORCL | | | | |
| Provide virtualization solutions from the desktop to the data center. | | VMW | | | | |
| | | GME | | | | |
| | Develops complex system-on-a-chip (SoC) devices to store data ... | | MRVL | | | | |
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