Time to Reload Software?

S&P is neutral on the overall sector, but analyst Jonathan Rudy does have some picks, including Microsoft and Sybase

Investors keen on software stocks should proced with caution, says S&P's Jonathan Rudy, the industry analyst covering that sector. S&P is still neutral on the area as a whole, Rudy reports, but he looks for a second-half recovery on the basis of recent price action.

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