There has been considerable movement in this month’s Software Index. Microsoft, Oracle and SAP still retain the top three places whilst BEA maintains its ninth position. After that, it’s all change in the top 25.
The biggest climber was Check Point Software which increased its share of voice by eight places and entered the top 25. Check Point recently acquired NFR and plans to combine its SmartDefense with NFR’s Hybrid Detection Engine. Interestingly, this deal only cost Check Point $20 million and gave them many of the capabilities that they were seeking when they tried to buy Sourcefire for $225million.
Another big climber this week was Compuware which also rose by eight places, following its announcement that it intends to buy back £200 million of discretionary shares. Borland also rose eight places as did i2. Kronos had another great month of analyst coverage and managed to consolidated last month’s six spot gain with an even more impressive seven places rise this month.
It seems that all the momentum MySQL had last month has been lost as they fall back seven places and out of the top 25. Also down are Trend Micro, Entrust, Sophos and Comverse.
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