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Believe in the Tech Rally, or Miss It

Stock quotes in this article: QCOM , MRVL , BRCM , ISIL , MOT , NSM  

This column was originally published on RealMoney on Sept. 9 at 8:39 a.m. EDT. It's being republished as a bonus for TheStreet.com readers.

It happened, as it always does, right on schedule, hurricane and all.

The tech rally. You can count on it. As the orders build for the stuff for the holiday season. As the conferences turn the heat on.

And suddenly, you go from thinking, "I have plenty of time to buy this stuff," or, "This stuff is going to kill me for my performance," to, "Will it ever come down again?" ...

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