manufacturer and bring the intellectual property in house for intellectual storer for networking.specifically, holt points to dell's buyout of cloud computing firm compellent earlier this year. after the close, shares jumped 5% from this closing number, up to within pennies of a new 52- week high. it's worth watching semiconductors. this is the past 90 sessions of the semi exchange traded fund. it took a small hit during the session, dropping to this breakout level last month. after the close, shares were higher on the dell news, as well as positive earnings from chipmaker analog devices. a-d-i shares have seen some profit taking over the past few sessions, but after beating estimates in the last quarter and a better-than-expected forecast, the stock was up 4% from this closing number. the drop in u.s. manufacturing last month helped make the industrial stocks the worst- performing sector today, led by caterpillar-- down almost 4%. this is cat's lowest price in two months. alcoa shares fell almost 3% and 3m dropped almost 2%. materials and industrials weak today. home depot closed