Barron's Stocks Most and Least At Risk To Tech Spending
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Date updated:12-29-2007

It's early, but worry about the economy raises concern that corporate buyers of tech gear and software may hold back more than originally expected, says Walter Pritchard, the infrastructure software analyst for Cowen, which this month talked with some 900 people involved in technology purchases to get their views on the economy and spending.

symbol name last price % change open
  • +
  • CTXS
    Citrix Systems
  • $37.84
  • -0.71%
  • $37.97

The stocks with the highest risk, Pritchard says, are Citrix Systems (ticker: CTXS), an application-delivery software outfit, and Blade-Logic (BLOG), a maker of data-center software. And, owing to the financial-services industry's turmoil, Pritchard sees business-software makers Computer Associates (CA) and BMC Software (BMC) as somewhat vulnerable.

People owning CTXS also tend to own: AAPLDISGOOGGRMNINTCLVLTMSFT

TheStreet.com Rating: B What is this?

  • +
  • BLOG
    N/a
  • $28.04
  • 0.00
  • $28.04

The stocks with the highest risk, Pritchard says, are Citrix Systems (ticker: CTXS), an application-delivery software outfit, and Blade-Logic (BLOG), a maker of data-center software. And, owing to the financial-services industry's turmoil, Pritchard sees business-software makers Computer Associates (CA) and BMC Software (BMC) as somewhat vulnerable.

People owning BLOG also tend to own: APKTARUNAUTHAVAVBBNDCAVMCLWR

TheStreet.com Rating: No Rating What is this?

  • +
  • CA
    Ca Inc.
  • $21.86
  • -0.46%
  • $21.92

The stocks with the highest risk, Pritchard says, are Citrix Systems (ticker: CTXS), an application-delivery software outfit, and Blade-Logic (BLOG), a maker of data-center software. And, owing to the financial-services industry's turmoil, Pritchard sees business-software makers Computer Associates (CA) and BMC Software (BMC) as somewhat vulnerable.

People owning CA also tend to own: AGNALKBABKCCMCSAERIE

TheStreet.com Rating: B What is this?

  • +
  • BMC
    Bmc Software
  • $38.65
  • -0.08%
  • $39.00

The stocks with the highest risk, Pritchard says, are Citrix Systems (ticker: CTXS), an application-delivery software outfit, and Blade-Logic (BLOG), a maker of data-center software. And, owing to the financial-services industry's turmoil, Pritchard sees business-software makers Computer Associates (CA) and BMC Software (BMC) as somewhat vulnerable.

People owning BMC also tend to own: AESAMPATBAXCAGCALGEF

TheStreet.com Rating: B What is this?

  • +
  • MFE
    Mcafee
  • $40.62
  • -0.95%
  • $40.88

Security software seems to be at less risk because it isn't viewed as a discretionary purchase. So, McAfee (MFE), Checkpoint (CHKP) and WebSense (WBSN) are less vulnerable to corporate spending constraints, Pritchard says

People owning MFE also tend to own: CTXSSYMCABNAIGBKCERJEWJ

TheStreet.com Rating: B What is this?

  • +
  • CHKP
    Check Point Softw
  • $32.48
  • -0.88%
  • $32.48

Security software seems to be at less risk because it isn't viewed as a discretionary purchase. So, McAfee (MFE), Checkpoint (CHKP) and WebSense (WBSN) are less vulnerable to corporate spending constraints, Pritchard says

People owning CHKP also tend to own: AEOSCRYPHNRPAYXTCHCTRLGCOSI

TheStreet.com Rating: A What is this?

  • +
  • WBSN
    Websense
  • $15.96
  • +0.25%
  • $16.00

Security software seems to be at less risk because it isn't viewed as a discretionary purchase. So, McAfee (MFE), Checkpoint (CHKP) and WebSense (WBSN) are less vulnerable to corporate spending constraints, Pritchard says

People owning WBSN also tend to own: AIRNALVRARTXASVIATWBRYCHK

TheStreet.com Rating: C- What is this?

  • +
  • SYMC
    Symantec Corporat
  • $17.72
  • -0.84%
  • $17.71

However, he adds, Symantec (SYMC), which sells Norton-branded software, is more exposed, due to its storage and data-center products.

People owning SYMC also tend to own: CSHCTRPJNJLGBTLVSMKLQMAR

TheStreet.com Rating: D What is this?

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A. Here's another one:
http://seekingalpha.com/article/173986-s
hipping-three-high-risk-high-reward-opti
ons

Also, DSX, for instance moved up after
hours.

It might depend on your timeframe. The
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