Each of these companies have had some struggles at some point this year, but all have excellent fundamentals with even better businesses. Remarkably, I see each as having at least 20% more upside from their current trading levels. Cisco and HP, trading at price-to-earnings ratios of 11 and 8 respectively, will likely reach $25 and $30 by year's end. For Microsoft, I continue to maintain a $40 target aided by its Windows 8 launch and there is no doubt that this event will also propel Intel to possibly $35. For Qualcomm, the stock is a steal at $55 as its supply-chain challenges have been considerably overblown. Value investors who jump in on this current weakness should expect to have a $72 stock by the end of the year. This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.