i think synaptics, syna, is another. also down 35% in the quarter. this is of course touch applications for computers and smartphones. the things like apple, if they ever do come out with a palette or a tablet, i think synaptics is going to be a big part of that. so with this stock down 35% and the tech cycle starting to pick up with the microsoft o.s. 7 rollout and so forth. even if it's not a tablet, i like these guys. and lastly, memc electronic materials, which is wafer, wfr. down. of course solar stocks have been hammered. but these guys have worked through inventories. that's why one of the reasons i think get some pricing power back. >> it's karen, dr. j. do you hold them the whole quarter, is this an inherent bet long the market or do you short the market against it and you look for outperformance? what's the strategy? >> yeah. i would basically, karen, look at some of the outperformers, just as we did with general electric buying, you know, a fallen angel. i think you could look at apple and google. i think they trade sideways in the short t