This month has seen very little change in the top ten of the Software Index. SAP swapped places with Progress but that is all.
Lower down the order is a different story completely. Open Text, for example, has risen an astonishing 18 places and entered the top 40.
Amazingly, mentions of Baan have spiked – increasing its share of voice by 22 places (rising from a very low base-line). That was the biggest outright rise this month. However, Baan has long been part of SSA, in turn snapped up by Infor. Baan’s rise will be fleeting and is based on a wave of analyst research discussing Infor. Baan’s former owners, Invensys, also managed a substantial gain, as did RealNetworks and Agresso.
Cognos climbed eight spots and entered this month’s top 25. Its announcement to acquire Celequest is widely perceived as a good fit on account of Celequest’s dashboarding solutions being immediately interoperable with the Cognos 8 BI system.
Where there are big winners, invariably there are big losers and this month, a number of companies have lost a lot of ground. Epicor dropped the most which may in part be due to a lack of any real new vision about its products in the market place. Also down were Avid Technology, Websense, Quest Software and RSA, EMC’s security brand. SPSS dropped out of the top 25 altogether.
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