You probably should hold a little longer if you have it and see if the Naz prints a new recovery high. I am not sure why you would want to play the dark side at all since even if we have a retrenchment, it should, for now, be a dip to be bought.
In edit, got to increase exposure a lttle, in CCMP here at $49.17 and QCOM at $33.52 and SNDK at $37.07 throth at premium
Zeev