Tech Vs...Energy?

While we all watched the horrible earning report from Intel send the Tech world into a wild downward trends and the likes of Google stock goog (I do own) , Apple (do not own), and RIMM (Do not own) lost about 5%. But if we avoid the obvious names and look at other companies on the hardware side like NT, ALU, or JDSU you will notice that the stock prices have done nothing since 2005. Yesterday JDSU announced better than expected results and saw share rise above 9%. Could this be an insight into the rest of the semis quarterly results? Will we see CNXT or SANM make a come back awaited since late 2004? No one can be sure but risk/rewards ratio are sure looking good. I mean how much lower can these stock prices go, and how far up could they rise?
Meanwhile energy stock have rebounded, some natural gas companies as much as 6.8% (KWK) after crude hit $50 a barrel and finally bounced back to $52.04, and now that the cold weather has landed in the east, should stay above these levels and probably higher. Yet I have not heard much positive long term commentary about oil and gas stocks, but it all sounds so last year to the media community. I will hold on to my oil sock (COP), if it's good enough for Mr. Warren Buffet it is good enough for me.