Static, without knowing the total makeup of your portfolio, and whether or not the ones you mentioned are your only holdings, i can tell you straight away, you probably would do well to add some balance to your holdings. Try some non-tech, and value picks. They've been doing a lot better than the techs and more speculative stuff lately. Here's a couple ideas to ponder:
1. NITE. Leading, and last independent market market. Good a value as they come, economic value/share easily 2 or 3x present share prices, and an almost certain takeover candidate.
2. PAYX. 35% or better year-over-year (YOY) revenue, income, and earnings growth for like 15 years straight. Absolutely owns its market space. One of the best LT charts you will ever see.
3. LTD. Another value pick. Owns 84% of IBI (Intimate Brands - you know, Victoria's Secret, Bath&Body Works, etc), which is pretty much equal in itself to the entire market cap for LTD.
4. RS. Contrarian pick (basic materials), but the fundamentals, financials, and chart all look great. Still cheap, but slowly gaining momentum, so it won't be cheap forever.
5. VIAN. Internet consulting company. The net sector is filled with bargains, and this is one of them. Profitable, and more cash on the balance sheet than market cap.
6. ADCT. Telecom sector, another sector that's gotten killed. Is a worthy competitor to the CSCO and NT companies, but priced for the apocalypse or bankruptcy right now. Might go a bit lower yet, 11 is my target price.
7. MO. Phillip Morris. Not as cheap as they were, but still relatively so. The company pretty much has a license to print money. Dividend is pretty nice also at a rate of $2.12/year.
8 AMD. Enough said.