I am an investment analyst working for a NYC money management firm. Our approach is to look for high quality vendors or service providers at reasonable valuations. I have begun to analyze Bindview, a provider of network security and admin tools. I am trying to contact network/security administrators that have some familiary with the company’s product to help me evaluate why users find the product useful (eg which features make it attractive to customers) and why hasn?t MSFT or Novell integrated these features into the OS themselves (or have they?). It would also be helpful to understand the value proposition that Bindview offers (ie its competitive position with respect to functionality&pricing).
If you can help, please contact me. Thanks.
