I have always been impressed with Tibco; not with its stock price but at its portfolio of products and services.
Competitors that I can think of includes Oracle, IBM, and Progress Software.
TIBX is in a very nice position where there exists very few players and they are among the pack of leaders…..which makes them a good acquisition candidate.
But, more interesting today is TIBX price action. While the general market retraces a bit, TIBX continue its march upwards.
At mid-day, it has already matched its average volume.
Perhaps Fujitsu might be interested? Or will SAP gobbled up TIBX?