Applied also supplies etching, chemical mechanical polishing, and wafer- and reticle-inspection systems, as well as critical-dimension measurement and defect-inspection scanning electron microscopes. (Source: Morningstar)

Quality Systems (QSII) - Markets information-processing systems to medical and dental group practices, as well as to physician hospital organizations and health maintenance organizations. Its systems are used to manage medical records, treatment planning, appointment scheduling, third-party reimbursement, insurance claims, and other functions. The company also provides hardware and software maintenance and support services. (Source: Morningstar)

Cisco (CSCO) - World's leading supplier of data networking equipment and software. Its products include routers, switches, access equipment, and network-management software that allow data communication among dispersed computer networks. The firm has also entered newer markets, such as home networking, security devices, storage technology, and Internet-based telephony. Services account for about 16% of sales. (Source: Morningstar)

QLogic (QLGC) - Supplies a wide range of components and subsystems for computer storage networks. Customers include OEMs, value-added resellers, and systems integrators. The company focuses on engineering and product design and outsources manufacturing. Primary competitors include Emulex, Cisco, and Brocade. QLogic's top 10 customers account for 85% of revenue, with Hewlett-Packard constituting 20%. (Source: Morningstar)

EMC (EMC) - Leading provider of hardware, software, and services for enterprise network storage. Historically focused on proprietary storage hardware, the company has recently increased its focus on its software and services segments, which now account for more than 50% of revenue. EMC also owns approximately 85% of VMware, a leading provider of virtualization software. (Source: Morningstar)

SimpleTech (STEC) - Provides standard and custom computer-memory products. The company manufactures tools that connect memory cards and hard-drive upgrade kits to personal computers. Applications include desktop and notebook computers, servers, routers, switches, digital cameras, digital video recorders, digital audio players, personal digital assistants, and medical instruments. These systems are based on dynamic random access memory (DRAM), static random access memory (SRAM), and Flash memory technologies. Customers include Unisys and Cisco. (Source: Morningstar)

F5 Networks (FFIV) - Provides products that help manage growing network traffic, application complexity, and security concerns.