I love it when an underdog pulls a big coup. It's even more delicious when nobody seems to notice. Think of it as an early signal of successes to come, and you're free to invest on that new premise without the price premium that comes from the rest of the world doing the same thing.
That's where enterprise software midget Tibco
Nope, it's the list of new customers that really impresses me. It's one thing to land clients in Tibco's traditional strike zone of financial, military, and health care stocks, but the one big name that outshines all the others is Mr. Softy of Redmond, Washington.
That's right -- the world's largest software company now uses Tibco products. While the nature of their relationship is unknown, I’m inclined to believe it involves more than a competitive licensing agreement. The fact that Tibco now decides to list Microsoft
While such cross-pollination between major software vendors is hardly new, it's a serious feather in Tibco's hat to finally claim Microsoft as one of its own. The company has to beat out behemoths like IBM
And that, my friends, paves the road to larger, more lucrative, and just more contracts. Tibco is set for years of good business -- or a quick buyout.
Fool contributor Anders Bylund holds no position in any of the companies discussed here. You can check out Anders' holdings or a concise bio if you like, and The Motley Fool is investors writing for investors.