Could very well be, but with my short term bearish stance, I am not jumping into the Semis here, I think they are going to hit all of them. Just took off that second serving (during lunch, so it was a little earlier than this post) at $53.70 flat, leaving me with only the core position (now with a cost of $3585 <g>). Cash by the way quite bearish at 68%.
Zeev