Teleconference specialist and Motley Fool Rule Breakers pick Polycom
But Polycom just tipped its hand a bit, and I don't see anybody buying Polycom anymore outside of a private equity takeover.
So what happened that made me change my mind? Well, Polycom just expanded its partnerships with both Microsoft
I knew that Polycom had healthy partnerships around the tech industry before, of course -- that's true of nearly everybody that matters, after all. But the fact that this company takes pains to expand its business commitments in multiple directions at once while also being considered a buyout target sings echoes of TIBCO Software
TIBCO is the glue that ties many data centers together, providing a structured information flow that programs from nearly any vendor can hook into. CEO Vivek Ranadive calls his company the Switzerland of enterprise computing. And Polycom's double move, amplified by its timing, shows me that the company wants to be exactly that in the burgeoning teleconference industry.
So let Cisco
Fool contributor Anders Bylund holds no position in any of the companies discussed here. Microsoft is a Motley Fool Inside Value recommendation and Polycom is a Rule Breakers pick. Motley Fool Options has recommended a diagonal call position on Microsoft. The Fool owns shares of Oracle. Try any of our Foolish newsletters today, free for 30 days.You can check out Anders' holdings and a concise bio if you like, and The Motley Fool is investors writing for investors.