Enterprise software makers have outperformed the market since the coronavirus crisis hit. Experts say investors are underestimating just how hard the downturn is going to hit them.
Business Insider -

Investors may be underestimating the degree to which the enterprise software sector could be affected by the coronavirus crisis, experts told Business Insider.

Many software makers have outperformed the broader stock market during the crisis and some, including Microsoft, have seen their shares near their all-time highs.

But such companies aren't immune to the downturn and some are already being affected by it, the experts said.

Companies are dropping certain applications, looking for price...

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