ntap, brocade. it's a sector on fire right now. it's a sector that's getting targeted by the big names out there as well. when you're looking at something like brocade and you see the extraordinary activity, the october 9 call, incredible, 33,000 of those traded on the day. then november 9, november 10, incredible amount of call activity versus the put. normally trades 5,000. they exceeded that. they dang near trade 100,000 options today. so there's an incredible activity on that "wall street journal" story. but it dragged the whole sector. you've got to keep an eye on those names. we've been talking about them since march. western digital, ntap, seagate. emc is another one of those folks out there still looking as well. you're going to look for some of that consolidation. >> which space aren't you chasing these days? pharma ran. even the reits have doubled. everyone was throwing reits out. you have the high beta trade. everything has run. so what you're going to see is people going back to value, and it could be tech even though i