For our special focus on Corporate Software, analyst Walter Pritchard of Cowen & Co., LLC gives us his pick in this space, McAfee (MFE):

Mr. Pritchard: I think investors are going to be shocked at how resilient the consumer security business is…In a market where PC shipments are slower, you fall back on your installed base, and all those companies have done a good job of up-selling the installed base.  For McAfee specifically, the number of computers they ship on right now versus a year ago is up significantly, so there’s a share gain going on in the PC market for McAfee independent of what’s going on with PC shipments.

For the complete Corporate Software report, including a full interview with Mr. Pritchard, as well as a wide variety of other analysts in this space, click here.

This entry was posted on Tuesday, May 5th, 2009 at 5:22 pm and is filed under Technology Stocks. You can follow any responses to this entry through the RSS 2.0 feed.