Is Tibco Dan Loeb's Next Pet Project?
"I skate to where to puck is going to be, not where it has been" - Wayne Gretzky
I have been keeping a close eye on the Data Visualization sector over the past nine months, and while I have not gone into great detail on any individual name, I have on several occasions shared my thoughts on the sector. For those not that familiar with the space, 'the sector' consists of three publicly listed names (yes, that's a sector these days). They are Tibco (NASDAQ:TIBX) via their Spotfire subsidiary, Qliktech (NASDAQ:QLIK), and Tableau (NYSE:DATA). (There are plenty of other listed software stocks offering DV tools, but as...
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