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Excerpt from our One Page Barron's Summary (receive it by email every week by signing up here):

Playing Tech's Rise and Fall By Tiernan Ray

Highlighted companies/ETFs: iShares Networking Fund (NYSEARCA:IGN), PowerShares Dynamic Networking Portfolio (NYSEARCA:PXQ), PowerShares Dynamic Software Portfolio (NYSEARCA:PSJ), Software HOLDRs (NYSE:SWH), Internet HOLDRs (NYSE:HHH), iShares Dow Jones U.S. Technology Sector Index (NYSEARCA:IYW), iShares Goldman Sachs Semiconductor Fund (IGW)
Summary: The increasing seasonality of many tech markets may account for the fact that over the past five years the Nasdaq Composite has beaten the S&P 500 in the fourth quarter, and over the past 10 years it has lead the broader index 7 times during the quarter. Strong consumer demand for electronic gadgets and Q4 corporate IT 'budget flush' give reason to believe the trend will continue this year. ETFs may be the best way to play this likelihood: options include the broad-based iShares Goldman Sachs Technology Fund (NYSEARCA:IGM), or tech sector ETFs capturing the relatively strong Networking or Software sectors, or relatively weak Internet and Semi sectors.
Quick comment: Extensive coverage of sector ETFs • Roger Nusbaum explores capturing sectors such as these with a low-beta strategySector ETFs vs. Sector Mutual FundsRisk-Return balance across iShares Sector ETFs • Seeking Alpha's ETF Investment Guide

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Source: Capturing Tech's Traditional Year-End Rally with ETFs