Though high expectations for the big data/analytics software market (not to mention M&A speculation) have led to steep valuations for the likes of Tibco (NASDAQ:TIBX), Informatica (NASDAQ:INFA), Qlik (NASDAQ:QLIK), and Teradata (NYSE:TDC), Jefferies' Aaron Schwartz thinks they have room to run, given exponential growth in the unstructured data that big data projects attempt to sort through. Tibco is Schwartz's favorite name - he praises the capabilities of its Spotfire analytics platform. (previously)