I take it that if your favored scenario goes the way as expected (favored as in probability, not what you want to see - i.e. the eventual run to just above 1600 in January being the expected outcome and hence a major top) -- that new lows in the SOXX are to be expected along with the forecast of new lows on the COMP.
AMAT sub-$10.75, KLAC sub-$26, NVLS sub-$19ish and INTC to new multi year lows of $12.75 as well.