Staying Skeptical on Tech

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Tech is talking. I can't believe this group is able to rally without a single good story, except Apple AAPL or maybe Amazon AMZN .

But hope springs eternal, and it is coming from the new dot-coms. Facebook FB is roaring again, this time because of a terrific upgrade from Bernstein, which told you when to sell it, when to hold it and when to buy it, in virtuoso form.

Bottom-fishers are out in full force, with Intel INTC , Hewlett-Packard HPQ , Cisco Systems CSCO and Dell DELL managing to tack on some gains.

And Salesforce.com CRM won't quit.

I am deeply suspicious of this group. Of all these stocks, only Facebook might actually be able to beat its numbers. There is no positive momentum for disk drives, software and hardware, while mobile is wildly competitive.

To me, the group is just giving you one more opportunity to sell. Don't be greedy. 

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