Did we really think the buyers could resist tech? We are only as good as our last quarter and, despite the endless articles about how bad Oracle (ORCL) was, the only real conclusion you could reach about its excellent quarter was "the enterprises are spending again and they are spending like mad."

We know that the individual is buying tech -- even the miserable Research In Motion (RIMM) quarter, sorry as it was, showed great individual buying.

The frenzy for Apple (AAPL) -- at last being reflected in the stock and will continue to be -- plus the terrific reaction to the Palm (PALM) Pre showed you that.

The frenzy for Apple (AAPL) -- at last being reflected in the stock and will continue to be -- plus the terrific reaction to the Palm (PALM) Pre showed you that.

I would be an aggressive buyer of Cisco off of Oracle; I would be buying H-P aggressively too as well as Microsoft.

I would be an aggressive buyer of Cisco off of Oracle; I would be buying H-P aggressively too as well as Microsoft.

I would be an aggressive buyer of Cisco off of Oracle; I would be buying H-P aggressively too as well as Microsoft.

However, Hewlett-Packard (HPQ), VMware (VMW), EMC (EMC) and Salesforce.com (CRM) have been lagging because of worries about the enterprise. Cisco (CSCO) too has been slipping badly of late. Microsoft (MSFT) had some enterprise worries that may have gone bye-bye for now off of Oracle's quarter too.