The Dow is now down about 8% from its July high. And it's not just stocks connected to the subprime meltdown that are taking a hit. Google (NASDAQ:GOOG), Apple (NASDAQ:AAPL), Yahoo! (NASDAQ:YHOO), and Microsoft (NASDAQ:MSFT) are just a few of the companies whose shares have dropped. What should investors do? The Motley Fool's online managing editor, LouAnn DiCosmo, breaks it down with senior analyst Bill Mann.

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Mac Greer doesn't own any of the companies mentioned here. Neither does Bill Mann. LouAnn DiCosmo owns shares of Microsoft. The Fool has an airtight disclosure policy.