nVidia—FY2011 total revenue. nVidia Corporation, 2011 Annual Review, Notice of Annual Meeting, Proxy Statement and nVidia Form 10-K (U.S. Securities and Exchange Commission; SEC).

Intel—2011 revenue based on general accepted accounting principles (GAAP); non-GAAP revenue $54.2 billion. See http://www.intc.com/financials.cfm.

AMD—Computing solutions only (excludes “graphics,” “foundries,” and “other”). AMD 2011 Annual Report, http://ir.amd.com/phoenix.zhtml?c=74093&p=irol-reportsannual.

Texas Instruments—2011 revenue from embedded processing segment, http://files.shareholder.com/downloads/TXN/1710273597x0x535657/2de80eb4-2af1-4e4e-bd7f-f36811701b17/TXN_News_2012_1_23_Financial.pdf.

Dell—Desktop PCs ($18.97 billion) and mobile and laptop PCs ($14.69 billion) (excludes software, services, and enterprise/server sales). Dell 2011 Form 10-K (SEC).

HP—Revenue from Personal Systems Group (excludes software, services, and printers). HP 2011 Annual Report, http://h30261.www3.hp.com/phoenix.zhtml?c=71087&p=irol-reportsAnnual.

Apple—Includes desktop and portable device sales ($21.78 billion), iPhone ($47.0 billion), and iPad ($20.3 billion). 2011 Apple, Inc. Form 10-K (SEC).

Symantec—Symantec FY2011 net revenue, http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9NDQ2MTY2fENoaWxkSUQ9NDY5NTEwfFR5cGU9MQ==&t=1.

Juniper—Total revenue. Juniper Networks FY2011 Form 10-K (SEC).

Cisco—Total revenue. Cisco Systems 2011 Annual Report, http://www.cisco.com/assets/cdc_content_elements/docs/annualreports/media/2011-ar.pdf.

Akamai—Total revenue. Akamai FY2011 Form 10-K (SEC).

Twitter—Estimated total revenue. Wall Street Journal, 2011, “Twitter as Tech Bubble Barometer,” http://www.npr.org/blogs/thetwo-way/2011/02/10/133648669/twitters-value-up-to-10-billion-wall-street-journal-reports.

Facebook—Total 2011 revenue. Form 424B4 (SEC), filed May 18, 2012.

eBay—Total revenue. eBay FY2011 Form 10-K (SEC).

Amazon—Sum of U.S.-based media sales ($8 billion) and electronics and merchandise sales ($17.3 billion); excludes Amazon Web Services and “other,” which encompasses such things as Amazon-branded credit cards. Amazon FY2011 Form 10-K (SEC).

Google—Revenue except “other.” Google FY2010 Form 10-K (SEC).

Yahoo!—Total FY2011 revenue. Yahoo! FY2011 Form 10-K (SEC).

Google—Non-advertising revenue. Google FY2010 Form 10-K (SEC).

VMware—Total revenue. VMware FY2010 Form 10-K (SEC).

Amazon—Non-e-commerce revenue from Amazon Web Services. Amazon FY2011 Form 10-K (SEC).

Oracle—Revenue total for new software licenses ($9.2 billion), hardware systems ($4.4 billion), software license updates and product support ($14.8 billion), and hardware systems support ($2.56 billion) and excluding cloud, consulting, and education. Oracle FY2010 Form 10-K (SEC).

IBM—2011 revenue from software ($24.94 billion) and systems and technology ($18.99 billion) and excluding global business services, global technology services, and global financing. IBM 2011 Annual Report, http://www.ibm.com/annualreport/2011/.

Microsoft—Revenue from server and tools product and service offerings (includes Windows Server, Microsoft SQL Server, Windows Azure, Visual Studio, System Center products, Windows Embedded device platforms, and Enterprise Services) ($17.1 billion); Business Division offerings (includes the Microsoft Office system, comprising mainly Office, SharePoint, Exchange, and Lync; and Microsoft Dynamics business solutions) ($22.2 billion). Microsoft FY2011 Form 10-K (SEC).

Electronic Arts—Electronic Arts FY2010 Form 10-K (SEC).

Pixar—Pixar became a wholly owned subsidiary of the Walt Disney Company in 2006. Worldwide gross revenue from Pixar Studio releases was $766 million in 2009, $1.06 billion in 2010, and $554 million in 2011. See http://www.the-numbers.com/movies/series/Pixar.php.

Adobe—Total revenue. Adobe FY2011 Form 10-K (SEC).

iRobot—Total revenue. iRobot 2010 Annual Report, April 13, 2011, http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9NDIxNzg2fENoaWxkSUQ9NDM1NTYzfFR5cGU9MQ==&t=1.

Nuance—Total revenue. Nuance FY2011 Form 10-K (SEC).

Intuitive Surgical—Total revenue. Intuitive Surgical 2010 Annual Report, http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9ODQxMTJ8Q2hpbGRJRD0tMXxUeXBlPTM=&t=1.



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