SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : TIBCO Software Inc - ( Nasdaq - TIBX )

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Joe13579 who wrote (162)2/26/2000 9:00:00 AM
From: thom   of 289
 
Robert,

Well, I have completed my DD on TIBX (still long from Jan 25 post). It appears that what we have here is "Microsoft of the b-to-b web". Does that concur with your analysis?

this fits with my selection of WIND "microsoft of embedded software" and MIPS "Intel of embedded IP" nicely. Thanks!

thom

long and strong
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext