TIBCO Software Inc - ( Nasdaq - TIBX ) Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mohan Marette who wrote ()	10/24/1999 6:18:00 PM
From: Jack Hartmann	Read Replies (2) of 289

TIBX vs. NEON ASWX VITR IONA Usually comparisions are easy, but this took some time because of the rechecking for quarterly data. Some data bases are not accurate. Also IONA reported Sept earnings and this was not reflected in many databases also. I put Iona's Jun and Sep earning for comparision vs. sep and dec. TIBX NEON ASWX VITR IONA Current$ 33.62 27.31 30.43 55.68 21.12 52wkHI 41.38 78.38 30.43 62.81 50.75 HIdate 7/16/99 4/6/99 10/22/99 10/12/99 2/1/99 52wkLO 19.75 12.19 12.50 30.03 12.13 LOdate 8/10/99 8/10/99 8/16/99 9/29/99 8/24/99 MKTcap 1,939M 778 642 1660 483 P/E na na na na 62 JH-P/eq 37 36 52 71 17 EPS lq (.10)Aug (.28)Jun (.54)Jun (.25)Jun (.06)Jun EPS-E nxt (.03)Nov (.12)Sep (.15)Sep (.16)Sep (.05)Sep EPSFY99 (.19)Nov (.12)Sep (.49)Dec (.45)Dec .31 Dec EPSFY00 (.04) .06 (.20) (.34) .85 Share out 60M 32 23 30 20 Float 7.2M 18 3.5 3.0 .6 BookV 2.3 10.59 (3.32) 0.94 ??? RevQ 24M 26 5.1 6.2 26 AssetQ 166 380 13 28 112 LT Liab 0 0 59 0 24 Insider% 88 44 85 90 97 Inst% .1 80 0 ? 23 StrongBuy 3 1 3 1 5 Buy 0 3 0 3 3 Hold 0 6 0 0 3 My summary TIBX is a HOLD. Fairly priced at this level based on earnings forecasted for next year. Rev growth per quarter is good. NEON is BUY. Mtk cap relative to VITR and TIBX is half. Price is good buying opportunity with positive EPS next year. Rev growth is good. ASWX is a SELL. Lagging behind the others in the profitability picture. Only one with negative book value. VITR is a SELL. High price to forecasted earnings. Better rev growth than competitor, but this may not be able to keep up. IONA is a BUY+. Low price to earning, profitable. Small float makes it subject to momo traders swings. Capitalization to revenues is the best of the group. Not a Strong buy due to EPS decrease from Sep99 from Jun99. IONA looks undervalued when compared to its peers. Profitable company with a small float. I have owned ASWX as a short term trade. The other four, I have never owned. I watch TIBX all the time and did the comparison, because IONA was mentioned in a broker report. I could find anything else that laid these five companies side by side. IONA due to small float being hyped by TMex. Good luck on these stock. Feedback appreciated. Jack Hartmann

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next