TIBCO disappoints

Posted on September 29, 2006
Filed Under Companies |

Dennis has a quick analysis of TIBCO’s earnings. I think that the Irregulars could do a bang up job at analyzing most of the big companies earnings from a perspective not easily achieved by the analysts, who for their part have a strong hand because they are actually interfacing with the companies in many ways as well.

Niel also raised the issue recently of doing a Crossfire-like point/counterpoint approach to topics like this, which I think is a super idea (especially for a podcast!).

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