DEFA14A 1 oraclefinalfaq.htm oraclefinalfaq.htm -- Converted by SEC Publisher, created by BCL Technologies Inc., for SEC Filing
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 14A
Proxy Statement Pursuant to Section 14(a) of
the Securities Exchange Act of 1934
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BEA Systems, Inc.

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Overview     
 
Oracle has announced a definitive agreement to acquire BEA    Customers are expected to benefit from the combined Oracle and 
Systems, Inc., a leading provider of enterprise application    BEA solutions by building applications that maximize data 
infrastructure solutions. The proposed transaction is subject to    center investments, preserve investments in existing enterprise 
various closing conditions, including regulatory, stockholder and    applications, manage existing Web-based applications better, 
other approvals. Until the deal closes, each company will    and help develop new Web-based applications faster. Moreover, 
continue to operate independently, and it is business as usual.    the transaction will significantly strengthen the Java community, 
    and powerfully advance the vision of open, standards-based 
Oracle’s goal with the proposed transaction is threefold:    computing 
accelerate innovation in the enterprise applications infrastructure     
area, extend our strategic relationships with customers and    The combination of Oracle and BEA will accelerate product 
partners, and to preserve and enhance customers’ investments in    innovation due to a larger combined R&D budget, provide a 
BEA products.    larger global footprint of sales and services professionals to 
    address customer needs, and ensure a more consistent level of 
The proposed combination of Oracle and BEA will bring    support across multiple product areas. 
together two companies with complementary assets but with a     
common vision of an open-standards, service-oriented    Oracle expects that its Fusion Middleware will evolve as the 
architecture (SOA) infrastructure. The combination will also    centerpiece of the combined companies’ middleware offerings 
bring together two of the leading experts in Java and SOA    going forward after the close of the transaction. Oracle intends to 
technologies and accelerate innovation across the combined    preserve and enhance customers’ investments in BEA products as 
companies’ customer bases.    Oracle has done with its other acquisitions. After the close of the 
    transaction, BEA customers can continue to use their existing 
The combined Oracle and BEA offerings are expected to provide    BEA products going forward, or choose to use Oracle and BEA 
a comprehensive and complementary product footprint in    products as part of the ongoing evolution of Fusion Middleware. 
enterprise application infrastructure solutions. Oracle provides    Either way, it will be the customer’s choice. Oracle is committed 
leading database and SOA solutions, while BEA provides    to 100% customer retention and satisfaction. 
world-class, open-standards Java-based application products and     
a highly scalable messaging and transaction processing platform.     
Together, Oracle and BEA will provide a series of other     
complementary middleware solutions, including identity     
management, business intelligence and performance     
management, enterprise content management, and vertical-     
specific technologies like a communications service delivery     
platform.     

     


FREQUENTLY ASKED QUESTIONS     
 
Product Overview and Strategy    What is the combined Oracle and BEA product roadmap 
        after the closing? 
What products does BEA currently develop and support?     
        Oracle expects that its Fusion Middleware will evolve as the 
BEA is a provider of enterprise application infrastructure software, a    centerpiece of the combined companies’ middleware offerings 
rapidly growing category of enterprise software that bridges    going forward. BEA products are expected to evolve into 
information from disparate databases and applications. Customers    components of Fusion Middleware as Oracle and BEA 
often use these solutions to build standards-based enterprise    development teams jointly develop a next generation set of 
applications, built on a service-oriented architecture (SOA) in    enterprise application infrastructure products based on an open- 
heterogeneous IT environments.    standards, service-oriented architecture. Given Oracle’s and BEA’s 
common focus on open standards and SOA technologies, product 
BEA develops and supports three principal product lines: WebLogic,    integration and interoperability will be accomplished gracefully. 
Tuxedo and AquaLogic:    Oracle’s “Hot Pluggable” Fusion Middleware already interoperates   
        with and runs on a number of BEA’s products today. 
    WebLogic product family provides Java developers an      
    application infrastructure software platform for constructing    Oracle will support BEA products in a similar manner to other   
    Web-based applications, Web services, business processes and    recent Oracle acquisitions. BEA customers can continue to use 
    portals, and application integration    their existing BEA products going forward, or use Oracle and BEA 
        products as part of the ongoing evolution of Fusion Middleware.
    Tuxedo is a scalable multi-language, high-performance      
    messaging and highly distributed transaction processing    Will Oracle continue to support customers running BEA   
    platform for mission-critical applications    solutions on non-Oracle databases?
         
    AquaLogic product family includes service infrastructure     Oracle will continue BEA’s support of heterogeneous database 
    products that enable customers to deploy SOA implementations    environments, continuing Oracle’s “Hot-Pluggable” strategy with 
        our Fusion Middleware solutions today. 
How will BEA fit into Oracle’s overall middleware     
software strategy after the closing?    Will Oracle continue to support customers running BEA 
solutions with non-Oracle ERP and CRM applications?
We see an exceptional strategic fit between Oracle and BEA in     
terms of complementary product strengths, geographic strengths,    Oracle’s Fusion Middleware solutions today support non-Oracle 
and industry strengths. Middleware is a strategic focus for Oracle.    ERP and CRM applications. Oracle will continue to support BEA’s 
The combination extends Oracle’s middleware capabilities to    solutions with alternative ERP and CRM applications to serve 
include a comprehensive set of enterprise application infrastructure    customer needs. 
solutions. Specifically, BEA offers complementary products     
including a leading set of Java-based Application Server    How compatible are BEA’s products with Oracle’s 
technology for Web-based applications, and a leading Java-based    products? 
messaging and transaction processing platform. Oracle has a     
leading set of products to help customers build modular, service-    BEA and Oracle products are very compatible. BEA brings a
oriented applications in addition to other middleware products    complementary set of solutions, using industry standards that are 
like identity management, business process management,    already integrated with the Oracle database and Oracle 
enterprise content management, user interaction and web 2.0,    applications. Thousands of customers use both BEA and Oracle 
business intelligence and enterprise performance management.    products, and many of the leading companies in industries like 
Financial Services, Communications, Public Sector, Manufacturing 
With the proposed combination, Oracle will be able to provide a    and Retail rely on Oracle and BEA for their mission-critical 
comprehensive set of middleware solutions based on best-of-breed    applications today. 
technologies incorporated into a standards-based, hot-pluggable     
Fusion Middleware platform.     


 

Customers and Partners    Oracle Fusion Middleware customers are expected to benefit from 
    the increased R&D, sales and distribution capability, and support 
How is the proposed transaction between Oracle and    investment by Oracle in enterprise application infrastructure 
BEA expected to benefit BEA customers?                              solutions.                                                                    
                                                                         
Oracle and BEA share a common vision of an open-standards,    How is the proposed transaction expected to benefit   
service-oriented architecture for customers. Oracle believes that    partners? 
together, the two companies will accelerate the adoption of these     
solutions by bringing together their resources and working more    Oracle and BEA partners are expected to benefit by working with a 
closely with customers to address their enterprise application    leading vendor to address customer needs for enterprise application 
infrastructure needs. BEA customers are expected to benefit in a    infrastructure solutions. Oracle partners are expected to benefit from 
number of ways:    BEA’s leading Java tools, messaging applications and communications 
    platform. BEA partners are expected to benefit from Oracle’s 
•     Increased R&D investment across the combined products    increased support of BEA partners and increased investment in the 
combined solutions. Both companies’ partners are expected to benefit 
•     Extended value from integrated Oracle products that add security     from the complementary solutions that provide an opportunity to 
     and identity management, content management, business    increase business value and drive down the cost of ownership 
     intelligence, and performance management, among other    throughout an integrated, standards-based enterprise software stack.
     middleware applications to BEA solutions     
How will Oracle continue to support and broaden 
•     Investment protection, extension and enhancements as BEA and     relationships with BEA partners after the closing?
     Oracle will provide better integration of their complementary     
     solutions    After the closing, Oracle expects to: 
 
•     Access to Oracle’s global sales, sales consulting, support and     •     Enable BEA partners to take advantage of Oracle’s extensive  
     services organization and broad partner network         ecosystem of partners around the world 
 
•     For common Oracle and BEA customers, consolidated and     •     Provide access to Oracle PartnerNetwork and establish a partner  
     consistent support across multiple product lines         focus area for BEA partners 
 
How will customers’ investments in BEA solutions be    •     Support BEA OEM partners and grow those relationships 
protected by Oracle?     
    •     Accelerate go-to-market capabilities with BEA’s 2,000+ partners 
Oracle is committed to 100% customer retention and satisfaction.     
Oracle expects that customer investments in BEA solutions will be    •     Work with key system integrators to drive further innovation in  
supported and protected after the closing. Oracle will support BEA         enterprise application infrastructure solutions 
products in a similar manner to other recent Oracle acquisitions.     
BEA products will also evolve as part of Fusion Middleware.     
Business Continuity 
As an Oracle Fusion Middleware customer, what will be   
the impact of the proposed transaction with BEA?    Can I still purchase BEA products? 
Current and future Oracle Fusion Middleware customers are    Yes. BEA and Oracle will remain separate companies until the 
expected to benefit from the proposed transaction in a number of    closing of the acquisition. Please contact your existing BEA sales 
ways. First, the combination of Oracle and BEA brings together    representative to assist you, or visit www.bea.com for contact 
two leading product development experts in Java and SOA    information. 
technologies, which are expected to ultimately lead to greater     
innovation in the future. Second, Oracle expects to continue to     
focus on the current Fusion Middleware roadmap and incorporate     
components of BEA solutions over time after the closing. Finally,     


Should BEA customers continue to call BEA customer    Cautionary Statement Regarding Forward-Looking Statements 
This document is for informational purposes only and may not be incorporated 
into a contract. This document contains certain forward-looking statements 
about Oracle and BEA including statements that involve risks and uncertainties 
concerning Oracle's proposed acquisition of BEA. Actual events or results may 
differ materially from those described in this press release due to a number of 
risks and uncertainties, many of which are beyond the control of Oracle and 
BEA. The potential risks and uncertainties include, among others, the possibility 
that the transaction will not close or that the closing may be delayed, general 
economic conditions and industry specific conditions. In addition, please refer 
to the documents that Oracle and BEA, respectively, file with the Securities and 
Exchange Commission on Forms 10-K, 10-Q and 8-K. These filings identify and 
address other important factors that could cause Oracle and BEA's respective 
financial and operational results to differ materially from those contained in the 
forward-looking statements set forth in this document. Accordingly, no assur- 
ances can be given that any of the events anticipated by the forward-looking 
statements will transpire or occur, or if any of them do so, what impact they 
will have on the results of operations or financial condition of Oracle or BEA. 
Oracle and BEA are under no duty to update any of the forward-looking state- 
ments after the date of this document to conform to actual results. 
support?   
   
Yes, BEA and Oracle will remain separate companies until the   
closing of the acquisition. BEA customers should continue to use     
existing BEA contacts for support, professional services and sales   
to address immediate and ongoing needs. We will communicate   
all changes and transitions occurring after the close of the   
transaction well in advance through these familiar channels.   
   
Should BEA customers continue to contact their BEA    
sales representative?    
 
Yes. Until the closing of the transaction, BEA continues to operate     
as a separate business and, until further advised, customers should     
continue to rely on existing relationships.   
 
Will training on BEA products continue?   
     
Yes. Until the closing of the transaction, BEA continues to operate    Additional Information about the Merger and Where to Find it 
BEA will file with the SEC a proxy statement and BEA and Oracle will file other 
relevant materials in connection with the proposed acquisition of BEA by Oracle 
pursuant to the terms of an Agreement and Plan of Merger by and among Ora- 
cle, Bronco Acquisition Corporation, a wholly-owned subsidiary of Oracle, and 
BEA. The materials to be filed by BEA with the SEC may be obtained free of 
charge at the SEC's web site at www.sec.gov. Investors and security holders 
of BEA are urged to read the proxy statement and the other relevant materials 
when they become available before making any voting or investment decision 
with respect to the proposed merger. 
as a separate business. After the closing, we plan to combine the     
BEA education program with Oracle University. We want to   
ensure that our customers’ software provides the best possible   
service for their organizations, and we know excellent training is     
critical to reach that goal.  
 
Will the BEA leadership and employees be retained?   
   
The proposed acquisition of BEA demonstrates Oracle’s  
commitment to enterprise application infrastructure software.    Oracle and certain of Oracle's executive officers and directors may be deemed 
to be participants in the solicitation of proxies of BEA stockholders in connec- 
tion with the proposed merger. Investors and security holders may obtain more 
detailed information regarding the names, affiliations and interests of certain of 
Oracle's executive officers and directors in the solicitation by reading the proxy 
statement and other relevant materials filed with the SEC when they become 
available. 
BEA employees have significant domain expertise in this area and   
are expected to be an integral part of the middleware business    
within Oracle for the combined companies.  
   
What is the acquisition integration timeline?   
                             
Until the transaction officially closes, we cannot comment on    BEA and its executive officers and directors may be deemed to be participants 
in the solicitation of proxies from BEA stockholders in favor of the proposed 
transaction. Certain executive officers and directors of BEA have interests in 
the transaction that may differ from the interests of stockholders generally. 
These interests will be described in the proxy statement when it becomes 
available. 
future integration plans; we will communicate any updates to     
customers and partners when they become available.     
 
Where can I find out more information about the   
proposed Oracle and BEA combination?   
   
For more information, please visit oracle.com/BEA      
 
Copyright © 2008, Oracle Corporation and/or its affiliates. All rights reserved. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. 

Cautionary Statement Regarding Forward-Looking Statements

This document contains certain forward-looking statements about BEA that are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied in the forward-looking statements. These factors include, but are not limited to, the risk that Nasdaq may delist BEA’s common stock for failure to comply with any Nasdaq listing requirement; the occurrence of any event, change or other circumstances that could give rise to the termination of the merger agreement; the outcome of any legal proceedings that may be instituted against BEA and others following announcement of the proposal or the merger agreement; the inability to complete the merger due to the failure to obtain stockholder approval; the inability to obtain necessary regulatory approvals required to complete the merger; the risk that the proposed transaction disrupts current plans and operations and the potential difficulties in employee retention as a result of the merger; the ability to recognize the benefits of the merger or of any combination of BEA and Oracle; the timing of the initiation, progress or cancellation of significant contracts or arrangements, the mix and timing of services sold in a particular period; and the possibility that BEA may be adversely affected by other economic, business, and/or competitive factors. BEA is under no duty to update any of the forward-looking statements after the date of this document to conform to actual results.

These and other risks that are set forth in the “Risk Factors,” “Legal Proceedings” and “Management's Discussion and Analysis of Financial Condition and Results of Operations” sections of and elsewhere in BEA's Form 10-K for the year ended January 31, 2007 that was filed with the Securities and Exchange Commission on November 15, 2007. Many of the factors that will determine the outcome of the subject matter of this release are beyond BEA’s ability to control or predict.

Important Additional Information Regarding the Merger will be filed with the SEC.

In connection with the proposed merger, on January 7, 2008, BEA filed a preliminary proxy statement with the Securities and Exchange Commission (the “SEC”). Investors and security holders are advised to read the preliminary proxy statement and, when it becomes available, the definitive proxy statement as well as any other relevant documents filed with the SEC when they become available because they will contain important information about the merger and the parties to the merger. Investors and security holders may obtain a free copy of the proxy statements and other documents filed by BEA at the SEC website at http://www.sec.gov. The proxy statements and other documents filed by BEA with the SEC also may be obtained for free at BEA’s Internet website at www.bea.com/investors or by writing to BEA Systems, Inc., 2315 North First Street, San Jose, CA 95131, Attn: Investor Relations Department. In connection with the special meeting of BEA stockholders to approve the adoption of merger agreement, BEA will mail copies of the definitive proxy statement to BEA stockholders who are entitled to attend and vote at the special meeting.

The information in the preliminary proxy statement is not complete and may be changed. Before making any voting or investment decisions with respect to the proposed acquisition or any of the other matters with respect to which BEA’s stockholders will be asked to vote pursuant to the proxy statement, BEA’s stockholders are urged to read the definitive proxy statement other documents filed by BEA when they become available.