Of the big trio, KLAC, NVLS and AMAT, I think right now, AMAT is acting the weakest, so if they need to get the Sox to retest (I doubt we get a full retest of the recent lows), then AMAT as the current weak sister, is the candidate. I am not saying it will make a new low, only that if the group gets hit hard, it is the most likely to.
Zeev