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Consider Shorting Oracle Following Tibco's Guidance [View article]
Financial services made up 27.5% of IBM's revenue in CY 2006, a higher split than BEA, Oracle and TIBCO (according to the numbers above). Of course, that revenue includes more than just technology (as does BEA's, TIBCO's and especially Oracle's revenue). IBM's success outside the U.S. may protect it from the U.S. subprime thing but apparently TIBCO's international business did not protect it.