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Software Stocks Update: October 2005

The Software Stock Index was unchanged in October which means software stocks just slightly outperformed the NASDAQ which was down 1.5%.  However the average software stock was down 2.3% indicating that small caps significantly underperformed large caps. The best performing sectors were Digital Media (+8.5%), thanks to strong earnings from Adobe, and Operating Systems (+7.8%), due to continued strength at RedHat. The worst performing sector was E-learning (-11.3%), which saw widespread weakness, followed by Healthcare Applications (-8.1%), led by weakness at Healtheon.

There were no software IPOs in October but three more software acquisitions were closed with Plumtree going to BEA, Ephiphany going to SSG Global and Extended Systems going to Sybase.

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.  I improved the spreadsheet last month and it now includes fundamental data and financial ratio's for about 85% of the companies in the index.

November 3, 2005 in Software, Stocks | Permalink

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The thoughts and opinions on this blog are mine and mine alone and not affiliated in any way with Inductive Capital LP, San Andreas Capital LLC, or any other company I am involved with. Nothing written in this blog should be considered investment, tax, legal,financial or any other kind of advice. These writings, misinformed as they may be, are just my personal opinions.