Booyah Breakdown: Tech Stocks

So here are the different subsectors of tech:

• 1. Communication Equipment. Stocks like Cisco Tellabs , Ayaya , Juniper and Motorola would fall here.
• 2. Communications Services. That's more like ATT , Sprint , Vodafone and Verizon .
• 3. Computer hardware. The guys that make the hardware, like Hewlett-Packard , Dell and Seagate , are here as well as the storage guys, like EMC .
• 4. Semiconductors. Basically anyone who works with silicon. That would include the chip makers like Intel , Texas Instruments , Micron and Qualcomm .
• 5. Software. This one's easy. Think Microsoft and Symantec .
• 6. Internet. This category is catch-all because you can put TheStreet.com , Google , Amazon , The Knot and eBay all in here.
• 7. Electronic components and equipment. That's for all the companies that make the little bits and pieces that go into your machines, so include stocks like Frequency Electronics and Network Equipment Technologies here.
• 8. Technology services. This is for all the companies that directly consult technology companies. These days, IBM should probably be here.
• 9. Defense. "Many will argue that this is not a tech sector, but try to open a plane. It's the most technologically advanced thing you've ever seen," says Mowrey. So you can put Lockheed Martin and its peers here.