TIBX Tibco Software: Who is the Oracle?

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	David Sachdev
	Washington, DC User since Dec 2009	38
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Who is the Oracle?

Watched a documentary on Larry that really made me hate the guy. It's funny, I was a fan of him fighting Microsoft years ago...and probably mistakenly so, but since they bought Sun and started controlling Java, I really don't like them so much.

But the Oracle miss has helped bring down the price of Tibco, and I have added options ahead of earnings. The risk here of course is that less licensing revenue for Oracle could have a direct corrolation on Tibco licenses - but I'm taking the risk

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What People Are Saying...

David Sachdev said at 12/21/11 4:08 PM Price action was $21.79 -1.77 (-7.5%)

Total revenue for the fourth quarter of fiscal 2011 was $289.5 million and net income was $51.9 million, or $0.30 per diluted share. This compares to total revenue of $241.2 million and net income of $37.5 million, or $0.22 per diluted share, as reported for the fourth quarter of fiscal 2010.

On a non-GAAP basis, net income for the fourth quarter of fiscal 2011 was $72.2 million or $0.42 per diluted share, compared with $53.8 million or $0.31 per diluted share for the fourth quarter of fiscal 2010. Non-GAAP operating income for the fourth quarter of fiscal 2011 was $99.8 million, resulting in a non-GAAP operating margin of 34%. This compares to non-GAAP operating income of $76.2 million, or a 32% non-GAAP operating margin in the fourth quarter of fiscal 2010. Non-GAAP results exclude amortization of acquired intangible assets, stock-based compensation expense, acquisition related and other expenses and restructuring activities and assumes a non-GAAP effective tax rate of 28% for fiscal 2011 and 30% for fiscal 2010.

David Sachdev said at 12/22/11 9:44 AM Price action was $22.00 0.00 (0.0%)

Conservative close, but 23.70 on close of this coverage.

David Sachdev said at 12/22/11 9:54 AM Price action was $23.46 1.46 (+6.6%)

Flat all TIBX shares and options ahead of consumer confidence numbers.

Mike Barkett said at 12/22/11 12:48 PM Price action was $24.23 2.23 (+10.1%)

looks like you are doing well today.

David Sachdev said at 1/3/12 2:24 PM Price action was $24.01 0.10 (+0.4%)

Surprised to see that even today hasn't helped move TIBX out of this channel. Makes me wonder if it is time to short it.

David Sachdev said at 1/4/12 10:31 AM Price action was $23.21 -0.50 (-2.1%)

Need to follow my instincts more! At some point, over-thinking costs you money in this game. Should have shorted yesterday.