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Bear Case Scenario TIBCO Software $TIBX, $MSFT, $ORCL, $VMW, $CTXS

TIBCO (Nasdaq:TIBX) is about to release earnings. Ponder this Near Case Scenario:

Sales force execution issues are still working their way through. Management comments from last quarter were un-inspiring and not much is expected this quarter.

While TIBCO operates in the middleware business it has formidable competitors with huge resources that can overwhelm TIBCO at will.

George Gutowski writes from a caveat emptor perspective.