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Jive Software, Inc. (JIVE) Message Board

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  • itsallaboutgrowth itsallaboutgrowth Jun 18, 2012 10:42 AM Flag

    About Greece, Jive and

    Ah, Grasshopper, tsk, tsk... What you fail to take into account is that Jive has an impressive growth rate and is completely focussed on the right niche growth market at the right time. As the lumbering BIG boys, who have forgotten what it means to REALLY solve specific customer needs and try to leap before they learn into this non-traditional niche for them, the small, nimble niche players (like Jive) scurry around gathering an impressive customer base until its too late for the BIG boys to do anything but either 1) forever accept them as an constant competitor (like CSCO had to do with JNPR) or 2) acquire them for a hefty sum (like LU had to do with ASND). Trust me, the BIG boys are worrying too much about how they're going to compete against each other. They're too arrogant to have Jive on their radar as a serious competitor yet. Unlike CSCO and LU, the smartest BIG boys will recognize early that Jive will be a huge weapon to have in their war chest to compete against the other BIG boys. JIVE is an early-entry, quality-focussed, small company in a growth niche that's in its infancy but the niche is here to stay. Its a dream come true for any investor. Just ask the past investors of JNPR and ASND! Watch and learn, Grasshopper, and maybe you'll catch the next one.

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