Klic and the rest of the semis would start losing $$$ again. This has been one of the best qrt's in awhile that I can remember where the earnings have been excellent and the guidance even better, all the while stock prices have done nothing, if anything , gone down. Its not like there was some big run up into earnings . Thats why I talk about fundamentals and the less and less importance they have in todays markets. I company with no pe , and bs spin, has a better chance of going up than one with an established earnings record. Once they can put a pe on it, the stock is toast ! I sold everything except klic this week, and had the order in, and didn't pull the trigger on Thurs. and was going to sell on the open yesterday. $#$%%# !!! Think I'm going to start shorting the dow in the next few weeks .