You forgot the other 3 horses in NASDAQ: INTC, SUNW, ORCL, and soon to be the 4th horse: YHOO. YUP, and it also seems like CPQ does not do that well in rallies while MSFT really does. The only thing that concerns me about MSFT is that is hasn't been bouncing back like it usually does when the market goes up. At the same time, it is looking awfully oversold. When I add MSFT, then my portfolio will really look like a large cap tech heaven, or nightmare, based on how the NASDAQ is doing. Also own DELL, CSCO, TLAB, EMC, WCOM, and AOL
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