joining us now is patrick ho with stiffel patrick, it is a rough go for semis. what is the best piece of advice for investors in the space now >> good morning, brian i can't deny there are concerns in the marketplace with the macro and recessionary fears i would not say is a surprise in the near-term environment, but for long-term investors, semis are one of the best places to be especially if you are looking in the next several years there is more silicon content going into a lot of applications and markets. i believe it is a big secular driver for the overall marketplace. for a long-term investor, i would stick through the rough patch and probably buy a little more if you have a long-time horizon. >> you know, we talked about applied materials, obviously one of the biggest companies in the world in that space before the break. you like a lot of smaller names like mks instruments not names we talk about here on cnbc too often >> those are small tech names. still sizable and liquid names mks is a company that supplies components to the applied materials and rese