Company Profile: VMWare is the world's largest virtualization-software vendor for server operating systems. EMC owns about 80% of the company.
2011 Return: 8.5%
Market Cap: $12 billionPotential Upside: 29.6% to $125 2. Aeroflex Holding (ARX) Company Profile: Aeroflex Holding is a manufacturer of radio frequency (RF) and microwave integrated circuits, components and systems used in high-performance wireless-communication systems. Aeroflex was downgraded to "underweight" from "equalweight" on Monday by Morgan Stanley (MS), which cites defense spending cuts, and lower longer-term industry spending and the low probability of it achieving its earnings guidance in the second half of next year as the reasons for the change. 2011 Return: down 35% Market Cap: $850 million Potential Upside: 31.8% to $14 1. Apple (AAPL - Get Report) Company Profile: Apple designs consumer electronic devices, including PCs (Mac), tablets (iPad), phones (iPhone) and portable music players (iPod). Its iTunes online store is the largest music distributor in the world. 2011 Return: 22% to $520 Market Cap: $366 billion Potential Upside: 32% to $520 >>To see these stocks in action, visit the Goldman Sachs' Top Tech Stocks for 2012 portfolio on Stockpickr.