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Technology Stocks : TIBCO Software Inc - ( Nasdaq - TIBX ) -- Ignore unavailable to you. Want to Upgrade?

To: Nadine Carroll who wrote (129)	11/19/1999 4:22:00 PM
From: Ed Schultz	Respond to of 289

I wonder when TIBCO is going to announce a split. At these levels it sounds like a no brainer. It would also instill a lot of confidence into the investment community. The 20+ point gains in the past few days will be nothing compared to what will happen when they announce the split. Very happy to be in on this early before its run up.

To: Nadine Carroll who wrote (129)	11/20/1999 1:51:00 AM
From: Rahul Desai	Read Replies (2) \| Respond to 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