Looking at the results this week from Red Hat (NYSE:RHT), Oracle (Nasdaq:ORCL), and TIBCO (Nasdaq:TIBX),
it's pretty clear that there hasn't been a big re-acceleration in the
market and conditions are still pretty difficult. That's not too
surprising, really, but it does create uncertainty for these stocks in
what is already a nervous market. I continue to like TIBCO, but the
company definitely needs to start improving its sales and marketing
strategy and execution. While the the shares do seem undervalued today,
the valuation already incorporates a re-acceleration of growth and the
company had best start delivering in the next year, or the stock will
definitely suffer.
Please follow this link to continue:
http://www.investopedia.com/stock-analysis/062113/tibco-stabilizes-needs-growth-tibx-ibm-orcl-pega.aspx
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