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Software Stocks Update: 2/05

The Software Stock Index was off 1.7% this month compared to the NASDAQ's 0.5% loss.  The average stock was acutally up 0.3% thanks to a strong performance by small caps.  This month's worst performning sectors were Supply Chain (-9.4%), E-Learning (-8.1%), and Wireless (-7.3%).  The best performing sectors were Collaboration (+9.0%), Business Intelligence (+6.3%) and PC Software (+5.7%).  PC Software is actually up 37.3% year over year so all those sub-$500 PCs are indeed driving growth.  Q1 is usually a tough quarter for software stocks and with 2 losing months in a row, Q1 2005 looks like it will no exception.

For detailed statistics on the software sector, click here to download a spreadsheet with all the data and click here to get Microsoft's automatic stock quote downloading plug-in for Excel if you don't already have it.

March 2, 2005 in Stocks, Wall Street | 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.