Consider the two strong entrants in analog semiconductors, the devices that monitor and amplify signals: Linear Technology ( LLTC, 31) and Maxim Integrated Products ( MXIM, 27).

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For example, an investor could combine Pfizer ( PFE), Verizon ( VZ), Southern Copper ( SCCO), Simon Property Group ( SPG), Paychex ( PAYX), Maxim Integrated Products ( MXIM) and R.

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Maxim (MXIM): The chip maker said there has been no damage to its partner facility, Seiko Epson, from the earthquake, but that a power outage has affected production at the facility, in Sakata, Japan.

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Macquarie Research analyst Shawn Webster asserted in a research note earlier today that both Maxim Integrated Products (MXIM) and Xilinx (XLNX) could both see some production disruption as a result of the earthquake in Japan.

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