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Software Stocks Update: March/Q1

The Software Stock Index was off 2.9% in March compared to the NASDAQ's 2.6% loss.  The average stock was also off 2.7% with small caps slightly outperforming big caps.  This month's worst performning sectors were PC Games (-15.1%) thanks to weakness at Electronic Arts, E-Learning (-11.6%) thanks to the continued implosion of SKillsoft, and Content Management (-10.6%) thanks to no one in particular.  The best performing sectors were Financial Services (+18.8%) thanks to the Sunguard deal, Digital Media (+8.1%) thanks to Adobe and Operating Systems (+7.7%) thanks a small recovery by Red Hat.  For all of Q1, Software stocks were down 10.2% compared to the NASDAQ's 8.1% which is consistent with the conventional wisdom that Q1 is typically the hardest quarter for software stocks.

For a detailed breakdown of all the stock statistics including a record of all of the M&A in the space, click here to download an Excel spreadsheet with the data and click here to get Microsoft's automatic stock quote downloading plug-in for Excel if you don't already have it.

April 6, 2005 in Software, Stocks | Permalink

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