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Tibco  (TIBX +6.3%) and Red Hat (RHT +3.8%) are continuing their post-earnings rallies,...

Tibco  (TIBX +6.3%) and Red Hat (RHT +3.8%) are continuing their post-earnings rallies, even as Goldman airs cautious comments (I, II) on each. In light of its Dec. 4 warning, the firm seem Tibco hampered by execution problems related to Americas sales, process control, and an understaffed management, and thinks needed investments will depress margins. Goldman likes Red Hat's product line, but doesn't think shares deserve a Buy rating until organic billings growth gets back above 20%. (Tibco FQ4) (Red Hat FQ3: I, II, III) (transcripts: I, II)
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