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Software Stocks Update: June 2005

The Software Stock Index was off 2.3% in June compared to the NASDAQ's 0.5% loss.  The average stock was actually up 0.9% indicating the small caps outperformed big caps.  This month's worst performning sectors were Digital Media (-13.8%) thanks to weakness at Adobe, Development Tools (-15.1%) thanks to weakness at Macromedia and Mercury Interactive, and Security (-6.9%) mostly due to Verisgn and Checkpoint .  The best performing sectors were Asset Mangement (+5.3%) thanks to a big month for Datastream, Financial Services (+4.4%) thanks a Ameritrade's takeover dance and Operations Management (+4.1%) thanks to strong months for Motive and Intraware .  For all of Q2, Software stocks were down 2.0% compared to the NASDAQ's gain of 2.9% so software stocks had a pretty bad quarter relative to the rest of the technology market.

For a detailed breakdown of all the stock statistics including a record of all of the M&A in the space, click to here 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.

July 1, 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.