Looking at the results this week from Red Hat (NYSE:RHT), Oracle (Nasdaq:ORCL), and TIBCO (Nasdaq:TIBX), it's pretty clear that there hasn't been a big re-acceleration in the market and conditions are still pretty difficult. That's not too surprising, really, but it does create uncertainty for these stocks in what is already a nervous market. I continue to like TIBCO, but the company definitely needs to start improving its sales and marketing strategy and execution. While the the shares do seem undervalued today, the valuation already incorporates a re-acceleration of growth and the company had best start delivering in the next year, or the stock will definitely suffer.
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Investopedia: TIBCO Stabilizes, But Needs Growth
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