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For companies that aren't heavily exposed to PC demand, such as makers of networking and communications equipment, the water is still safe for swimming, technology stock analysts said. In fact, Friday's sharp decline in Intel's stock price could present a good opportunity to buy the chip giant's shares, they added.

"The problems are really isolated to the consumer end of the PC market in Europe, and that's being reflected in Dell and Gateway," said Andrew Barrett, technology strategist at Salomon Smith Barney. "We downgraded Intel this morning, but the stock's fall has factored in most of the revenue shortfall."

"If Intel shareholders got caught in the crossfire, they should hold," said Ulric Weil, technology analyst at Friedman, Billings, Ramsey & Co. "This is not the end of Intel. They will get out of this situation, although it may take six to nine months. Until then, fiber optics and the disk storage sectors are the preferred place to be, rather than the PC sector."

ABN AMRO semiconductor analyst David Wu, in an interview with CNNfn television, also said that Friday's broad decline in tech stock presented the opportunity to buy companies not exposed to the PC industry