EX-99.1 2 dex991.htm PRESENTATION SLIDES OF ORACLE CORPORATION, DATED MARCH 10, 2008 Presentation Slides of Oracle Corporation, dated March 10, 2008
Charles Phillips
President
March 10, 2008
Exhibit
99.1


2
Cautionary
Statement
Regarding
Forward-Looking
Statements
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,
expressed or implied in this press release due to a number of risks and uncertainties, many of which are beyond the control of
Oracle or 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, industry specific conditions and the possibility that Oracle or BEA may
be adversely affected by other economic, business, and/or competitive factors. 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’s 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 assurances 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
statements
after
the
date
of
this
document
to
conform
to
actual
results.
Additional
Information
about
the
Merger
and
Where
to
Find
it
In
connection
with
the
proposed
merger,
BEA
has
filed
a
definitive
proxy
statement
with
the
Securities
and
Exchange
Commission
(the “SEC”). Additionally, 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 Oracle, Bronco Acquisition Corporation, a wholly-
owned subsidiary of Oracle, and BEA. The materials 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 because they
will contain important information about the merger and the parties to the merger.
Oracle, BEA and their respective directors, executive officers and other members of its management and employees, under SEC
rules, may be deemed to be participants in the solicitation of proxies of BEA stockholders in connection 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 Oracle’s most recent Form 10-K and in other relevant materials filed with the SEC when
they become available. Information concerning the interests of BEA’s participants in the solicitation, which may, in some cases, be
different
than
those
of
BEA
stockholders
generally,
is
set
forth
in
the
materials
filed
with
the
SEC
on
Form
10-K
and
in
the
proxy
statement.


3
Oracle + BEA: A World-class Combination
A world-class combination
Highly strategic acquisition for Oracle
Complementary assets and a common vision for an open-standards infrastructure
Stronger suite of middleware offerings for ISVs and SIs to invest in
BEA: world-class, open-standards Java-based application server products, and a
scalable messaging and transaction processing platform
Oracle: leading database, ERP, CRM and vertical applications and
other middleware
offerings such as BI, EPM, ECM and identity management
Combined scale helps move customers toward SOA/standards
Together: Creating a comprehensive, open middleware portfolio
Based on best-of-breed technologies incorporated into a standards-based, hot-
pluggable Fusion Middleware platform
BEA employees are integral to our middleware strategy
Significant domain expertise in this area
Combination demonstrates Oracle’s commitment to middleware


4
Strategic Importance to Oracle
Middleware is a strategic segment for Oracle
Critical component of “stack”
competition against Microsoft, IBM, SAP, Sun and
others
SOA adoption is gaining traction in production environments in enterprises
Foundation of the Oracle Fusion Architecture and all new applications
Complements Oracle’s existing product strengths
Adds leading application server infrastructure to Oracle’s extended middleware suite
Complementary
vertical
segment
presence
Telco,
Financial
Services,
Public
Sector
Extends Oracle’s global distribution channels with domain expertise
Why now?
Customers have been increasingly suggesting the combination
Customers are consolidating suppliers and selecting strategic partners
Accelerates the adoption of open, standards-based middleware technologies
Customers want a complete, engineered, but open stack based on standards


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Why BEA?
Pioneer in middleware
Industry standard Java-based application server technology
Leading Java-based messaging and transaction processing platform
Strong domain expertise
Strong reputation and established relationships
Over 16,000 global customers
Helps Oracle sell complementary products to combined customers
Complementary product suite
Thousands of BEA customers already use Oracle applications and technology
Oracle’s hot-pluggable architecture enables graceful product interoperability
Experienced global organization
Highly experienced product development team
Global sales expertise, strong services and support capability
Complements Oracle’s geographical presence
Excellent support and adoption by global system integrators and ISVs


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Expected Customer and Partner Benefits
BEA Customers
Investment protection and enhancement
Extended value from integrated Oracle products
Increased R&D investment across the combined products
Access to Oracle’s global support and services organizations
Oracle Customers
Fusion Middleware will continue to be the centerpiece of Oracle’s middleware strategy
Increased R&D, sales and distribution capability, and support investment
Will lead to greater innovation in the future
Oracle and BEA Partners
More opportunities for partners, allowing further investment in the Oracle ecosystem
Work with a leading vendor to address customer needs
Increase business value and reduced cost of ownership throughout
an integrated,
standards-based enterprise software stack


7
Oracle-BEA Integration Plan (Post-Closing)
Retain BEA business momentum
BEA products are expected to evolve and become a component of
Fusion Middleware
Jointly develop next generation enterprise application infrastructure products based
on open-standards, service-oriented architecture
Enhance BEA customer support
Continuity of customer support through Oracle global support infrastructure
Generate high satisfaction levels, similar to other Oracle acquisitions
Make sure no customer has a negative experience from this combination
Communicate to customers as new resources and tools become available
Grow BEA sales and consulting
Represent centerpiece of our middleware go-to-market strategy
Key constraint to middleware growth has been qualified distribution skills
Support and enhance existing partner relationships
Ensure smooth transition of operations


8
Employee Integration Philosophy
Recognition
Combination endorses BEA’s innovation and customer success
Alignment with Oracle will ensure ongoing innovation and growth opportunities
Speed
Quickly communicating the plan to employees, partners, and customers and
providing clarity is a critical success factor.
Specialization
Draw on domain expertise for continued development of combined products,
marketing, sales, consulting and support
A number of acquired companies’
employees are in leadership positions at Oracle
Chuck
Rozwat
(EVP
Product
Development) ……………………………..  Rdb
Ed
Abbo
(SVP
Applications
Development) ……………………………….
Jesper
Andersen
(SVP
Applications
Strategy) …………………………...
Bhaskar
Gorti
(SVP
&
GM
Communications
Global
Business
Unit) ……
Rajesh
Hukku
(SVP
&
GM
Financial
Services
Global
Business
Unit) ….
John
Kopcke
(SVP,
Business
Intelligence
and
Performance
Mgmt) ……..
Mark
Sunday
(SVP
&
CIO) ……..……........................................................


9
Source: Oracle Support organization surveys.
70%
75%
80%
85%
90%
95%
Overall Case
Global Support
Center
Solution
Effectiveness
Web Response
Time
Resolution Time
Pre-Merger
Post-Merger
PeopleSoft Customer Satisfaction Levels
PeopleSoft customer satisfaction increased following the acquisition


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