LOS ANGELES (AFX) -- Cowen & Co. analyst Peter Goldmacher on Friday said that while numbers for upcoming first-quarter results from software firms appear reasonable, investors have bid the stocks higher on expectations that are well ahead of estimates in many cases. The analyst said his firm's survey of 500 corproate technology buyers 'suggests that Q4 was a more robust quarter than in past Q4s, likely to the detriment of Q1.' He suggested investors look for chances to take money off the table in 'over-extended' stocks like Internet Security Systems Inc. ; RSA Security Inc. ; Altiris Inc. ; SPSS Inc. ; and Ariba Inc. This story was supplied by MarketWatch. For further information see www.marketwatch.com.