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					E6      BAY AREA NEWS GROUP                   111                                                                                                                                  SUNDAY, APRIL 18, 2010



SV150
SILICON                            RANK BY SALES
                                  2009 2008                                                                           End
                                                                                                                                SALES
                                                                                                                                (millions)
                                                                                                                                     2009
                                                                                                                                                         PROFIT
                                                                                                                                                             (millions)
                                                                                                                                                                  Last four
                                                                                                                                                                                 PROFIT
                                                                                                                                                                                 MARGIN
                                                                                                                                                                                        Profit/
                                                                                                                                                                                                  MARKET CAP.
                                                                                                                                                                                                         (millions)



VALLEY                            rank rank
                                    1     1
                                                    Company
                                                    Hewlett-Packard
                                                                                Business
                                                                                Computers, peripherals
                                                                                                                      quarter        sales
                                                                                                                      JAN $116,756.0 -2%
                                                                                                                                               % chg Rank
                                                                                                                                                         2
                                                                                                                                                                  quarters
                                                                                                                                                                 $8,020.0
                                                                                                                                                                                 Rank
                                                                                                                                                                                  48
                                                                                                                                                                                          sales
                                                                                                                                                                                         7%
                                                                                                                                                                                                  Rank
                                                                                                                                                                                              5 $124,641.7
                                                                                                                                                                                                             Amount




150
                                    2     4         Apple                       Computers                             DEC $46,708.0 20%                  1       $9,358.0         12 20%      1 $213,096.7
                                    3     2         Cisco Systems               Networking equipment                  JAN $35,533.0 -10%                 4       $6,069.0         15 17%      3 $149,038.3
                                    4     3         Intel                       Semiconductors                        DEC $35,127.0 -7%                  6       $4,369.0         21 12%      6 $123,130.0
                                    5     5         Oracle                      Business software                     FEB $24,177.0     2%               5       $5,662.0           8 23%     4$129,040.8
                                    6     6         Google                      Internet search                       DEC $23,650.6     9%               3       $6,520.4           3 28%     2 $180,332.4
                                    7     7         Sun Microsystems            Servers, computer workstations        SEP $10,702.0 -22%             149          -$706.0        108    -7% 30 $5,708.4-1
How the                             8     9         eBay                        Internet-based auction services       DEC   $8,727.4    2%               8       $2,389.1           5 27%     8 $35,202.5
rankings are                        9   10          Synnex                      Electronic contract services          FEB   $7,953.3    3%             28            $107.3       79     1% 76 $1,020.4
                                  10    18          Gilead Sciences             Therapeutic viral medicines           DEC    $7,011.4 31%                7       $2,635.8           1 38%     7 $41,015.5
determined                         11   12          Yahoo                       Internet media content                DEC  $6,460.3 -10%               10           $598.0        34     9% 10 $23,145.3
The Silicon Valley 150            12    13          Symantec                    Network security software             DEC   $5,921.6 -5%               18           $273.6        60     5% 15 $13,647.6
ranks public companies
headquartered in Santa            13     11         Applied Materials           Semiconductor mfg. equip              JAN   $5,529.1 -25%            137             -$89.6       92 -2% 13 $18,090.5
Clara, Santa Cruz,                14    15          AMD                         Semiconductors                        DEC  $5,403.0 -7%                13           $376.0        45     7% 27 $6,232.7
southern San Mateo
and southern Alameda              15    14          Sanmina-SCI                 Electronic contract services          DEC  $5,236.5 -23%             128              -$51.6      91    -1% 65 $1,300.8
counties on the basis of          16    17          Franklin Resources          Investment services                   DEC   $4,740.7 -12%                9        $1,131.5          7 24%     9 $25,309.7
worldwide revenue
(“sales”) for the most            17    16          Agilent Technologies        Measurement instruments               JAN  $4,528.0 -18%             105              -$16.0      87     0% 17 $11,972.7
recent available four             18    19          Con-way                     Trucking, air freight                 DEC  $4,269.2 -15%             139            -$107.7       96 -3% 56 $1,737.3
quarters. Most results            19    25          NetApp                      Network data storage devices          JAN  $3,639.3     5%             15           $330.3        35     9% 18 $11,214.7
are for the four quarters
ended on or near                  20    27          SanDisk                     Flash-memory storage                  DEC  $3,566.8     6%             12           $415.3        24 12% 21 $7,920.5
Dec. 31, 2009.                    21    21          Electronic Arts             Entertainment software                DEC  $3,535.0 -21%             150           -$749.0       135 -21% 28 $6,095.2
The one-year                      22    26          Nvidia                      3D-graphics processors                JAN  $3,326.4 -3%              132             -$68.0       93 -2% 20 $9,857.1
percentage change in
sales is measured from            23    23          Juniper Networks            Internet infrastructure systems       DEC   $3,315.9 -7%               24            $225.1       49     7% 14 $15,990.3
comparable results                24    28          Intuit                      Personal financial software           JAN  $3,240.2     6%              11          $460.1        18 14% 19 $10,773.7
most recently reported
by companies for the
                                  25    20          Robert Half                 Personnel services                    DEC  $3,036.5 -34%               46              $37.3      80     1% 34 $4,562.6
same periods the year             26    22          Bell Microproducts          Electronics distributor               DEC   $3,021.2 -16%              74                $7.5     83     0% 135    $224.8
before. Ranks for 2008            27    24          Adobe Systems               Software for printing and display     FEB   $3,018.2 -13%              14            $357.2       23 12% 12 $18,538.1
were based on revenue
reported at the time for          28    33          Varian Medical Systems      Medical electronics                   DEC  $2,246.4     6%             16           $328.9        17 15% 24 $6,857.2
those periods.                    29    29          LSI                         Semiconductors                        DEC   $2,219.2 -17%            127              -$47.7      95 -2% 35 $4,018.0
Profit rankings are               30    42          Brocade Communications      Storage area networking               DEC $2,060.8 33%                 84               $0.5      86     0% 45 $2,541.7
based on net income
and include results               31    37          VMware                      Virtualization software               DEC  $2,023.9     8%             25             $197.1      31 10% 11 $21,637.7
from discontinued                 32    30          Granite Construction        Heavy construction                    DEC   $1,963.5 -27%              30              $73.5      66     4% 70 $1,167.4
operations,                       33    40          McAfee                      Network security, mgmt software       DEC   $1,927.3 20%               26            $173.4       37     9% 25 $6,368.4
restructuring and
merger-related                    34    34          Xilinx                      Programmable logic devices            DEC   $1,699.5 -11%              17           $279.5        16 16% 23 $7,054.5
expenses, investment              35    46          Netflix                     Online DVD rental service             DEC   $1,670.3 22%               27            $115.9       46     7% 36 $3,947.5
gains or losses, gains on
extinguishment of debt,           36    36          Maxim Integrated            Mixed-signal semiconductors           DEC   $1,656.9 -13%              29              $82.3      59     5% 29 $5,909.6
as well as any                    37    44          SunPower                    Solar power devices                   DEC   $1,525.7    6%             43             $40.9       71     3% 59 $1,634.1
amortized or non-
recurring charges.                38    31          Spansion                    Flash-memory devices                  DEC   $1,410.7 -38%            147            -$514.1      144 -36% 150         $11.7
Profit margin is
                                  39    32          KLA-Tencor                  Semiconductor mfg. equip              DEC   $1,374.2 -35%             131            -$66.2      103 -5% 31 $5,321.4
calculated by dividing            40    47          Synopsys                    Electronic design software            JAN   $1,350.5 -1%               20           $248.0        14 18% 41 $3,347.3
the company’s net                 41    39          National Semiconductor      Semiconductors                        FEB   $1,301.7 -21%              34              $66.3      58     5% 40 $3,442.4
income for the most
recent four quarters by           42    50          VeriSign                    Internet security                     DEC   $1,255.6 -19%              22           $245.6        13 20% 33 $4,773.3
its sales for the same            43    41          Atmel                       Semiconductors                        DEC    $1,217.3 -22%           140           -$109.5       116 -9% 49 $2,296.5
period.
                                  44    35          Lam Research                Semiconductor mfg. equip              DEC    $1,197.9 -37%           145          -$200.5        128 -17% 32 $4,773.9
Market capitalization
— the number of shares            45    43          JDS Uniphase                Fiber optic components                DEC    $1,197.4 -20%           144           -$196.1       127 -16% 42 $2,798.3
outstanding multiplied            46    45          Altera                      Programmable logic devices            DEC   $1,195.4 -13%              19            $251.1        11 21% 22 $7,226.5
by the price of a single          47    48          Trimble Navigation          Satellite-based navigation            DEC   $1,126.3 -15%              36              $63.4      57     6% 39 $3,466.3
share — is as of March
31, the last trading day          48    56          Intuitive Surgical          Minimally invasive surgical systems   DEC   $1,052.2 20%               23           $232.6        10 22% 16 $13,554.1
of the first quarter of           49    49          Linear Technology           Linear integrated circuits            DEC     $901.5 -23%              21           $246.9          4 27% 26 $6,314.2
2010.
                                  50    62          Equinix                     Internet exchange services            DEC     $882.5 25%               32              $69.4      42     8% 38 $3,832.7
Dollar figures are
in millions.                      51    54          Verifone Holdings           Transaction automation systems        JAN     $854.1 -10%              38              $54.8      52     6% 57 $1,716.3
                                  52    51          Cadence Design              Electronic design software            DEC     $852.6 -18%            142           -$149.9       129 -18% 54 $1,802.5
                                  53    53          Varian                      Scientific instruments                DEC     $799.7 -19%              48              $33.7      61     4% 61 $1,504.7
                                  54    60          NetGear                     Home, small-business networks         DEC     $686.6 -8%               63               $13.1     77     2% 82      $910.4
Key                               55    57          Quantum                     Data storage, protection              DEC     $685.1 -21%              66               $11.3     78     2% 99     $563.6
     Double-digit                 56    38          Cypress Semiconductor       Semiconductors                        DEC     $667.8 -13%            143           -$150.4       136 -23% 52 $1,868.0
     advances in rank             57    64          Tibco Software              E-business software                   FEB     $643.5    2%             33               $67.1     29 10% 55 $1,786.9
     Double-digit                 58    58          Plantronics                 Telephone headsets                    DEC     $640.2 -23%              52              $22.1      67     3% 60 $1,509.5
     declines in rank             59    52          Novellus Systems            Semiconductor mfg. equip              DEC     $639.2 -37%            135             -$85.2      124 -13% 48 $2,395.9
     New to list after an         60    59          Intersil                    Semiconductors                        DEC      $611.3 -21%             45              $38.6      53     6% 53 $1,813.3
     initial public offering      61    63          West Marine                 Boating supplies retailer             DEC     $588.4 -7%               65              $12.4      75     2% 132    $242.5
     in 2009
                                  62    55          Palm                        Handheld computing devices            FEB     $582.8 -38%            146           -$353.1       145 -61% 89       $630.2
                                  63    69          Super Micro Computer        Server products                       DEC     $563.5    1%            60                $15.1     72     3% 92     $620.6
Notes
-1: The value is as of Jan. 27,
                                  64    70          Finisar                     Fiber-optic test systems              JAN     $558.1    2%            115            -$24.7      102 -4% 71 $1,160.9
                                  65    73          Atheros Communications      Wireless semiconductors               DEC     $542.5 15%               41              $46.4      40     9% 44 $2,660.1
the day Sun Microsystems
was acquired by Oracle.           66    65          OmniVision                  Semiconductor imaging devices         JAN     $534.9 -9%             107              -$16.9      98 -3% 83        $883.9
-2: Rackable Systems              67    61          Integrated Device Tech.     Semiconductors                        DEC     $505.4 -31%            148           -$681.7       150 -135% 78 $1,016.0
renamed itself Silicon
Graphics after buying the         68    74          Informatica                 E-business software                   DEC     $500.7 10%               35              $64.2      20 13% 47 $2,434.1
workstation maker in May
2009; historical                  69    71          PMC-Sierra                  Semiconductors                        DEC     $496.1 -6%              40               $46.9      33     9% 50 $2,040.7
comparisons are based on          70    83          Rovi                        Digital content distribution          DEC     $483.9 47%             129             -$53.0      122 -11% 37 $3,868.5
results for Rackable
Systems.                          71    78          Blue Coat Systems           Information management software       JAN     $477.2 14%               57              $15.8      68     3% 66 $1,291.6
Source: Bloomberg
                                  72    67          Smart Modular Tech.         Electronic subsystems                 NOV     $474.7 -18%              55              $18.0      65     4% 106     $479.7
Financial Markets,                73    76          Synaptics                   Touch technology for electronics      DEC     $468.8    8%             42              $41.2      39     9% 80     $925.2
individual company reports
and filings with the              74    79          California Water            Water utility                         DEC     $449.4 10%               44              $40.6      36     9% 87      $781.0
Securities and Exchange
Commission.                       75    66          Coherent                    Lasers                                DEC     $434.3 -25%            106              -$16.5      99 -4% 85         $787.7




     How the SV150 changed shape in 2009
     The biomedical                           Sales for the SV150         Net profit among the        The combined                           The SV150 slashed                  Worker productivity
     sector of the SV150                      fell last year for          SV150 rebounded in          market value of the                    payrolls 6 percent in              among the SV150
     expanded the most                        the first time since        2009, rising to $47.4       SV150 bounced                          2009, cutting nearly               fell 0.2 percent as
     in 2009, growing by                      2001, dropping by           billion, up 88 percent      back from a plunge                     63,000 jobs in the                 companies man-
     six from the year                        nearly 6 percent            from 2008. Ten of the       the year before in                     face of a deep reces-              aged to cut almost
     before to 15 compa-                      from the year before        11 sectors reported         the wake of reces-                     sion. Six out of 10                as many employees
     nies. The semicon-                       to $451.9 billion.          net profits last year,      sion and a financial                   companies trimmed                  as they lost in sales.
     ductor equipment                         Three of the group’s        with only makers            meltdown. The                          payrolls, with the                 Productivity grew
     and software sec-                        11 sectors man-             of semiconductor            group’s value rose                     largest cut made by                only among the sec-
     tors both shrank by                      aged to grow sales,         equipment losing            to $1.4 trillion, up                   Hewlett-Packard,                   tors that also man-
     three companies                          led by a 26 percent         money. In 2008, four        64 percent from                        which shed 17,000                  aged to grow sales:
     each. The network-                       increase in biomedi-        sectors were in the         the year before. The                   jobs as it digested                biomedical, com-
     ing sector was home                      cal sales, along with       red. The boost to this      biggest percentage                     its acquisition of                 puters and Internet
     to Silicon Valley’s                      a 5 percent gain for        year’s bottom line          increase came in the                   EDS the year before.               services. The biggest
     only newly public                        the Internet sector         was helped by a 39          value of the elec-                     The biggest boost in               drop in worker pro-
     company last year,                       and a 1 percent gain        percent increase to         tronic contract ser-                   employment came                    ductivity took place
     Fortinet.                                for the computer            Apple’s net profit,         vices sector, which                    from Apple, which                  among non-technol-
                                              sector.                     which rose to $9.4          nearly tripled.                        added 2,300 jobs.                  ogy companies.
                                                                          billion, the highest
                                                                          among the SV150.
SUNDAY, APRIL 18, 2010                                                                                                                                                   111        BAY AREA NEWS GROUP                   E7


SV150
                                                                                                                                                        PROFIT                               INDEX TO COMPANIES
 RANK BY SALES                                                                                      SALES                    PROFIT                                     MARKET CAP.          3Par                          111
                                                                                                    (millions)                   (millions)             MARGIN                 (millions)    Abaxis                      135
                                                                                                                                                                                             Accuray                       96
2008 2007                                                                                 End             2008                        Last four               Profit/                        Actel                        110
rank rank       Company                       Business                                    quarter         sales   % chg Rank          quarters         Rank     sales   Rank       Amount    Adobe Systems                 27
                                                                                                                                                                                             Advanced Analogic Tech. 146
  76     77     Essex Property                Real estate investment trust                DEC         $415.8          -2%   47              $37.1        38       9%      43    $2,668.2     Affymax                     136
                                                                                                                                                                                             Affymetrix                    82
  77     68     Electronics for Imaging       Networked printers                          DEC         $401.1       -28% 89                  -$2.2        88       -1%   102       $522.1     Agilent Tech.                  17
                                                                                                                                                                                             Align Technology              84
  78     81     Dionex                        Chromatography systems                      DEC         $388.4           -1% 39              $53.5         19      14%      64    $1,322.0     Altera                        46
                                                                                                                                                                                             AMD                            14
  79     75     Zoran                         Digital video chips                         DEC         $380.1        -13% 120             -$33.0         115      -9%    101       $550.7     Apple                            2
                                                                                                                                                                                             Applied Materials              13
  80     88     Ariba                         Electronic commerce software                DEC         $338.6       0.4%     76                $7.0       76       2%      72     $1,147.9    Applied Micro Circuits       112
                                                                                                                                                                                             Applied Signal Tech.        107
  81     85     CPI International             Microwave, radio frequency devices          DEC         $338.5          -6% 54                $19.7        56       6%    136       $220.6     ArcSight                     119
                                                                                                                                                                                             Ariba                         80
  82     80     Affymetrix                    Genetic information systems                 DEC          $327.1      -20% 112              -$23.9         111      -7%    103       $520.3     Aruba Networks              100
  83     84     Harmonic                      Broadband delivery                          DEC         $319.6        -12% 114              -$24.1        112      -8%      94      $609.1     Atheros Communications 65
                                                                                                                                                                                             Atmel                         43
  84     91     Align Technology              Teeth-straightening devices                 DEC         $312.3           3% 118             -$31.3        119    -10%       62    $1,455.9     Bell Microproducts
                                                                                                                                                                                             BigBand Networks
                                                                                                                                                                                                                           26
                                                                                                                                                                                                                         125
  85     72     Infinera                      Digital optical networks                    DEC         $309.1      -40% 136               -$86.6         141   -28%        84      $832.4     Blue Coat Systems              71
                                                                                                                                                                                             Brocade Communications 30
  86     86     Extreme Networks              Network switching solutions                 DEC         $304.2        -15% 94                 -$8.2        97      -3%    126       $274.8     Cadence Design                52
                                                                                                                                                                                             California Water               74
  87   100      Tessera Technologies          Chip scale packaging technologies           DEC         $299.4          21%   31             $69.8          9     23%       77    $1,016.9     Cavium Networks             143
                                                                                                                                                                                             Cepheid                      115
  88   101      Silicon Graphics-2            Computer servers, storage systems           DEC         $297.0        20% 130              -$54.9        132     -18%     120       $324.9     Cisco Systems                    3
                                                                                                                                                                                             Coast Distribution          142
  89   103      Oclaro                        Optical components, subsystems              DEC         $292.6         22% 117             -$30.9         121     -11%      97      $581.8     Coherent                      75
                                                                                                                                                                                             Conceptus                   128
  90   105      CyberSource                   E-commerce transaction services             DEC         $265.1         16% 68                 $11.0        63       4%      67     $1,246.1    Con-way                        18
                                                                                                                                                                                             CPI International              81
  91     89     Silicon Storage               Nonvolatile memory products                 DEC         $252.3       -20% 98                -$10.2       101       -4%     117      $350.8     CyberSource                   90
                                                                                                                                                                                             Cypress Semiconductor         56
  92   IPO      Fortinet                      Network security                            DEC         $252.1         19%    37             $60.2          6     24%       69    $1,182.9     Dionex                        78
                                                                                                                                                                                             DSP Group                   105
  93    111     Shutterfly                    Photo-sharing Web site                      DEC         $246.4         15%    77               $5.9        73       2%      90      $624.2     eBay                             8
  94     99     TiVo                          TV services, digital recorders              JAN         $237.6          -5% 113            -$23.9        120     -10%       51    $1,882.7     Echelon
                                                                                                                                                                                             eHealth
                                                                                                                                                                                                                          141
                                                                                                                                                                                                                         126
  95   102      Landec                        Specialty polymer products                  FEB         $232.2          -6%   75                $7.3       69       3%    140        $174.8    Electronic Arts
                                                                                                                                                                                             Electronics for Imaging
                                                                                                                                                                                                                            21
                                                                                                                                                                                                                           77
  96   107      Accuray                       Robotic surgery devices                     DEC         $228.0           2% 88                -$2.0        90       -1%    118      $350.5     Equinix                       50
                                                                                                                                                                                             Essex Property                76
  97   106      Exponent                      Engineering failure analysis                DEC         $227.9      -0.4%     51             $22.1         32     10%      111      $389.8     Exar                        134
                                                                                                                                                                                             Exponent                      97
  98    112     Symmetricom                   Network synchronization gear                DEC         $226.1           6% 124             -$43.1       133     -19%      131      $254.1     Extreme Networks              86
                                                                                                                                                                                             Finisar                       64
  99     92     Ixys                          Power semiconductors                        DEC         $224.9       -24% 104               -$15.6       110       -7%    128       $267.6     Fortinet                      92
                                                                                                                                                                                             Franklin Resources             16
100     117     Aruba Networks                Wireless business software                  JAN         $219.4         15% 123             -$39.4        130     -18%       68    $1,220.4     Genomic Health              124
                                                                                                                                                                                             Gilead Sciences                10
101      97     Micrel                        Analog power integrated circuits            DEC         $218.9        -16% 56                $16.3         43        7%     88      $664.4     Google                           6
                                                                                                                                                                                             Granite Construction          32
102    108      SJW                           Water utility                               DEC          $216.1         -2% 59               $15.2         44        7%   108       $471.0     Harmonic                      83
                                                                                                                                                                                             Hewlett-Packard                  1
103     115     Power Integrations            Integrated circuits for power conversion    DEC         $215.7            7% 50              $23.3         28      11%      73     $1,135.1    Ikanos                      129
                                                                                                                                                                                             Infinera                      85
104      98     Omnicell                      Health care software                        DEC         $213.5        -15% 85                  $0.4        84       0%    109       $453.2     Informatica                   68
105      90     DSP Group                     Digital signal processing cores             DEC         $212.2        -31% 95                 -$8.4      100       -4%    139       $192.6     Integrated Device Tech.       67
                                                                                                                                                                                             Integrated Silicon Solution 116
106     114     Sigma Designs                 Multimedia computer devices                 JAN         $206.1           -1%  81               $2.5        81        1%    116      $360.5     Intel
                                                                                                                                                                                             Intersil                      60
                                                                                                                                                                                                                              4

107     118     Applied Signal Technology     Digital signal processing gear              JAN         $205.3           9%   61              $14.2        47        7%   130       $260.5     Intuit                        24
                                                                                                                                                                                             Intuitive Surgical            48
108    109      SonicWall                     Internet security products                  DEC         $200.6          -8% 62                $13.2        51        7%   107       $474.3     iPass                        114
                                                                                                                                                                                             Ixys                          99
109     121     Openwave                      Internet-based communications               DEC         $192.2          11%   97           -$10.0        105       -5%    138       $192.7     Jazz Pharmaceuticals         131
                                                                                                                                                                                             JDS Uniphase                  45
110    110      Actel                         Field-programmable gate arrays              DEC         $190.6        -13% 125             -$46.2        138    -24%       115      $366.1     Juniper Networks              23
                                                                                                                                                                                             KLA-Tencor                    39
 111   122      3Par                          Computer storage services                   DEC          $189.1        10% 90                 -$4.0        94      -2%      91      $620.7     Lam Research                  44
                                                                                                                                                                                             Landec                        95
 112     93     Applied Micro Circuits        Semiconductors                              DEC         $189.0       -33% 121              -$34.8         131    -18%       98      $567.0     Linear Technology             49
                                                                                                                                                                                             LSI                           29
 113   134      Netlogic Microsystems         Semiconductors                              DEC          $174.7        25% 126              -$47.2       140    -27%        58    $1,692.0     Magma Design                132
                                                                                                                                                                                             Maxim Integrated              36
 114    116     iPass                         Virtual networks for mobile devices         DEC          $171.4        -11% 103             -$13.7        113      -8%    147         $69.7    McAfee                        33