Storage and Security Software Spared the Worst of the Selloff

Updated from 6:38 p.m. EDT

Business software makers sold off more dramatically Monday than firms that make back-up and data recovery systems, and security software firms rallied during the first day of stock trading since terrorists attacked the World Trade Center and the Pentagon Sept. 11.

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Pure-play applications software makers, such as Siebel Systems(SEBL Quote), PeopleSoft(PSFT Quote) and i2 Technologies(ITWO Quote)fell sharply as analysts said there will be less demand for business-enhancing software in the months to come, because firms will concentrate on the basics of making sure their information systems are secure. ...