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Top Ten Private Companies: Spring 2003: Page 16 of 16

OuterBay's specialized software for moving data in and out of Oracle Corp. (Nasdaq: ORCL) databases, isn't so special anymore. Everyone, including the established software vendors, are doing it now, which makes OuterBay's task all the more difficult. At least one other startup, Princeton Softech Inc., offers the same software; and about 20 other companies are tackling the provisioning issue in different ways (see Policy-Based Storage).

For this reason, OuterBay will lie low in the Bit Bucket for a while, until the market makes up its mind how this functionality should be deployed.

Meanwhile, SAN management software player InterSAN is another one fighting for air in an overcrowded market. Its software falls into the storage resource management (SRM), device discovery, and virtualization markets, all being subsumed into storage management by larger players like Computer Associates International Inc. (CA) (NYSE: CA) and Veritas Software Corp. (Nasdaq: VRTS).

Battling the big guys will get harder and harder for the startups, particularly those like InterSAN (a former No. 1 on our list) that started early and are getting squeezed financially. Customer announcements from InterSAN seem to be thin on the ground these days, too, and now we've heard that it's looking for a CEO to try to turn things around (see Who's In at InterSAN?