Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of storage software maker CommVault Systems
So what: The soft figures from Oracle are sparking fears throughout the software sector, with business spending in question. As one of the leaders of the pack, investors are assuming weakness at Oracle signals weakness at other software vendors.
Now what: Other players in the space are getting slammed, too, including TIBCO Software
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