And that is the rub, since the sox is overweighed with Semi-equip companies, as far as I can see these are dropping like rocks, AMAT at $14.65 ($15.36 close), NVLS at $32 ($33.45 on close), KLAC $37.75 ($39.65 close) and CCMP at $54.42 ($55.38 close, lucky I got out.)