My belief is that the bad news on semiconductors is way overdone. I can see this as the last minute shorts try to get in on the action. An old phrase comes into mind at this moment, the wise man gets in on the beginning where the fool gets in in the end. I believe certain segments are buys right now while others may wait just a little bit more for a pullback. The semis are great for making cash. Big ups and big downs. You just have to know where you are in the cycle.