It's harder to tell, today, if we're just seeing a continuation of the prop job or if there's some real accumulation going on in select areas today. I've been watching AMAT today, too, and see the same, even during intervals when the SOXX as a whole has demonstrated relative weakness. Nothing to get too excited about yet, but it's a change in the programming and thus worth noting.
Perhaps we're setting up for a little relief rally tomorrow after W's speech. <?>