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.