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Technology Stocks : Network Appliance
NTAP 110.06-0.8%2:01 PM EST

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From: Slinger8/13/2007 12:26:48 PM
   of 10934
 
Increased Competition?

A friend of mine in the venture capital arena can't stop talking about Agami Systems - says it is a "NTAP Killer". He sent me this link today: agami.com. I have so far decided to pass on the Agami investment round he was offering b/c I'm skeptical of their claims, but they do seem to offer a significant comparable lower TCO. Their CEO, David Stiles, has done very well taking companies public which leads me to believe that they have a better chance than most of the other NAS competitors that NTAP has been able to fend off.

PS - I was in and out of NTAP between 1999 and 2001 and pretty much came out break even. Had a decent gain then tried to catch a falling knife.
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