Doubling down on growth? TIBCO guided 9% revenue growth for this quarter? I agree VR is confident but could this be ignorance/arrogance? Time will tell. You can't tell the BOD almost two years ago that you can get the stock price to 38.00 without the help of HP while revenues are declining and the PPS is moving in the opposite direction. To me, this is a tell take sign of misplaced confidence.
well @boz, you may be right, it may be overconfidence on vr side but it seems to work for him - so far..
when it stops working pull the plug and move to another stock (assume you own some tibx stock, right? at what price? otherwise can't imagine you are here just for the kicks)
one thing i don't see though is how to make $$ of your insights
you tend to use the AssocPress/neutral tone, but need to share whether tibx is a buy/sell/hold/etc and what would be the trading strategies you recommend on short/medium/long term for tibx..