These 2 stocks getting unfairly slammed in the software sector rout are buys

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks were pulling back sharply Thursday . (However, the S & P 500 and Nasdaq were off their worst levels of the session in late afternoon trading.) The biggest market story of the day has been the carnage in software. We have discussed the 12% decline in Microsoft shares — and how if management better allocates its compute resources tow ...