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Technology Stocks : TIBCO Software Inc - ( Nasdaq - TIBX )
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To: Nadine Carroll who wrote (129)11/20/1999 1:51:00 AM
From: Rahul Desai  Read Replies (2) of 289
 
Nadine,

I belive all the competitors you mentioned have a product
that competes with a part of TIBCO's product space but none
have an end-to-end solution like TIBCO. If you want to be
an e-business, than there is no way you succeed WITHOUT
TIBCO's software infrastructure. I believe the TIBCO's "Virtual Data Bus" is the most significant component of the
TIBCO solution set.

If you look at TIBCO's investors: CISCO, SUN, YAHOO,
you will notice that TIBCO software integration will drive
there revenues. Cisco for the Network Build out, Sun for
the Middleware infrastructure, and YAHOO for the portal services. None of these premier companies would invest in
this company if the didn't realize the huge potential in
TIBCO's solution.

I belive this company will be the next brick and morter for
the Internet Economy.

Rahul
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