joining us is kevin landis from firsthand funds. kevin, selling getting extreme to you in some of these tech names or more to come? >> this feels like full-fledged horse selling. you can probably name a handful of days in your whole career where the market is down more than 5% like this and you've got stocks in your portfolio that are down 10 or 12% in a day. that's -- that's pretty extreme. >> what does it indicate what should you be doing about it >> well, it depends on whether you fancy yourself a trader or just a long-term investor. i think if you're a long-term investor you just have to sit here and get punched in the face if you're a trader, you might be able to make it even worse by thinking that you can get out of the way now and being wrong on your timing. so i guess, you know, you're mad when you're having to sell something that's cheap and you're terrified when you have to buy something amidst a falling market so pick your poison. >> but what about opportunities for long-term investors? amazon is now 8%, about 40% off the