My research on EMC (EMC) suggests this is a good company, but the stock has been going down a lot lately. What do you like?-- Barbara from Indiana James J. Cramer: This is not my favorite stock in the group, but I maintain that the tech sector should outperform the broader market in the fourth quarter. Even so, if you want to play higher computer sales, I believe viewers will be better served holding Intel ( INTC - Get Report). I own shares of Intel in my charitable trust,
I own Atari (ATAR), Adobe Systems (ADBE - Get Report), VeriSign (VRSN - Get Report), ActiVision (ATVI - Get Report) and Qualcomm (QCOM). Am I diversified?-- Luke from Michigan James J. Cramer: Unfortunately, you are the poster boy for un-diversification. While they're in different market niches, at the end of the day, these are five tech stocks. That said, Qualcomm is the best of breed here, but I believe someone with this lack of a mix should round out a formerly all-tech portfolio with a financial, an energy stock, a solid biotech/health care cost-container and maybe an industrial manufacturer.