Tech Should Be Dead, but It Won't Lie Down

The pattern seems to be broken here, the pattern that is tech. We are not supposed to see these runs in Dell (DELL - commentary - Cramer's Take) or Cisco (CSCO - commentary - Cramer's Take) or Google (GOOG - commentary - Cramer's Take) right here.

We are not supposed to have the Dow led by IBM (IBM - commentary - Cramer's Take). I get Research In Motion (RIMM - commentary - Cramer's Take) going higher, and Apple (AAPL - commentary - Cramer's Take) is almost a given on these up days. But how about Marvell (MRVL - commentary - Cramer's Take), which was road kill, left for dead, and its pin action in Broadcom (BRCM - commentary - Cramer's Take)?

OK, I admit I am mystified. In this awful market -- and it is awful-- you get a Dell-led rally. It's enough to make you feel like it's 1996! Makes me want to buy Hewlett-Packard (HPQ - commentary - Cramer's Take), betting that the merger benefits will be sooner rather than later, or buy EMC (EMC - commentary - Cramer's Take) -- which I already own for Action Alerts PLUS -- because it has done nothing, literally nothing.

The calendar is so against tech here that normally you should be shorting every tick. It just feels so wrong to do now, though, that I think, as I have decided with EMC, to let it ride -- much as I have advised people to let Apple ride, at least until the new iPhone launch.

At the time of publication, Cramer was long EMC.

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