Every company/management team drops the ball eventually if they stay in
the game long enough. The real question is how quickly they pick the
ball up and get back to business as usual. TIBCO (Nasdaq:TIBX)
has now logged two significant consecutive disappointments, and it is
worth asking why management hasn't been more aggressive in addressing
the sales execution issues it has cited as fueling the problems.
Although I think TIBCO is underrated and could become a “platform IT
company” after these growing pains, these mistakes and lost
opportunities raise legitimate questions about whether management can
realize that transition. TIBCO looks cheap to me, but this is not a
stock that I'd recommend for nervous or risk-averse investors.
Please continue reading here:
http://www.investopedia.com/stock-analysis/032213/another-stumble-tibco-should-lead-uncomfortable-questions-tibx-ibm-orcl-infa-msft.aspx
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