I own AAPL, IBM, MSFT and QCOM and they make up roughly 8% of my portfolio.
Some others to consider are HPQ (which I think could be a great rebound play), Accenture (ACN), CA Technologies (CA) and Molex (MOLX).
Some others to consider are HPQ (which I think could be a great rebound play), Accenture (ACN), CA Technologies (CA) and Molex (MOLX).