-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, Namean0HxW3MOGIXf/BqJMPNscBvEMnzItol+iXy5eKGDHADJcogV8AeHpSxxDjm TyvBT+XIoQlITpZ3bMd5sw== 0000356028-00-000013.txt : 20000324 0000356028-00-000013.hdr.sgml : 20000324 ACCESSION NUMBER: 0000356028-00-000013 CONFORMED SUBMISSION TYPE: 425 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20000323 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: STERLING SOFTWARE INC CENTRAL INDEX KEY: 0000716714 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] IRS NUMBER: 751873956 STATE OF INCORPORATION: DE FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 425 SEC ACT: SEC FILE NUMBER: 001-08465 FILM NUMBER: 576784 BUSINESS ADDRESS: STREET 1: 300 CRESCENT COURT STREET 2: SUITE 1200 CITY: DALLAS STATE: TX ZIP: 75201 BUSINESS PHONE: 2149811000 MAIL ADDRESS: STREET 1: 300 CRESCENT COURT STREET 2: SUITE 1200 CITY: DALLAS STATE: TX ZIP: 75201 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: COMPUTER ASSOCIATES INTERNATIONAL INC CENTRAL INDEX KEY: 0000356028 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] IRS NUMBER: 132857434 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 425 BUSINESS ADDRESS: STREET 1: ONE COMPUTER ASSOCIATES PLAZA CITY: ISLANDIA STATE: NY ZIP: 11788 BUSINESS PHONE: 5163425224 425 1 Filed by Computer Associates International, Inc. Pursuant to Rule 425 under the Securities Act of 1933 Subject Company: Sterling Software, Inc. Commission File No. 333-30842 (Computer Associates International, Inc.) Logo Growth 2000 Investor Conference (ABN-AMRO) Logo March 23, 2000 CA eBusiness Solutions >> CA enables eBusiness with a comprehensive set of solutions that cover systems management, information management and business applications Predictive management for the Enterprise Neugents. Software That Can Think. Information Mgt Enterprise Mgt CA Services InterBiz - - BizWorks - - Financial - - Banking - - ACCPAC - - Supply Chain CA Product Areas CA Solutions: Enterprise Information Business Management Management Applications OS/390 CA-1 IDMS Masterpiece CA-7 Datacom Banking CA-11 DB2/IMS Tools CAS Sys View Lifecycle Top Secret/ACF2 Distributed Unicenter TNG Jasmine Supply Chain eTrust Ingres ii Distribution ARCserveIT Opal Financials NetworkIT App Development (interBiz) ManageIT Data Warehouse Lifecycle Business Intelligence CA Product Areas Oracle Solutions: Enterprise Information Business Management Management Applications OS/390 CA-1 IDMS Masterpiece CA-7 Datacom Banking CA-11 DB2/IMS Tools CAS Sys View Lifecycle Top Secret/ACF2 Distributed Unicenter TNG Jasmine Supply Chain(highlight) eTrust Ingres ii(highlight) Distribution ARCserveIT Opal Financials(highlight) NetworkIT App Development(highlight) (interBiz) ManageIT Data Warehouse Lifecycle Business Intelligence CA Product Areas BMC Solutions: Enterprise Information Business Management Management Applications OS/390 CA-1 IDMS Masterpiece CA-7 (highlight) Datacom Banking CA-11 DB2/IMS Tools (highlight) CAS Sys View (highlight) Lifecycle Top Secret/ACF2 Distributed Unicenter TNG Jasmine Supply Chain eTrust Ingres ii Distribution ARCserveIT Opal Financials NetworkIT App Development (interBiz) ManageIT (highlight) Data Warehouse Lifecycle Business Intelligence CA Product Areas Veritas Solutions: Enterprise Information Business Management Management Applications OS/390 CA-1 IDMS Masterpiece CA-7 Datacom Banking CA-11 DB2/IMS Tools CAS Sys View Lifecycle Top Secret/ACF2 Distributed Unicenter TNG Jasmine Supply Chain eTrust Ingres ii Distribution ARCserveIT (highlight) Opal Financials NetworkIT App Development (interBiz) ManageIT Data Warehouse Lifecycle Business Intelligence Systems Mgt Market Share (Pie Chart showing: Other 39%, CA 28%, IBM 17%, HP 4%, BMC 3%, Candle 3%, Seagate 2%, Boole 2%, Platinum 2%) Graph 1998 Total Market Size $9.716 Billion projected to grow to $18.09 Billion by 2003 Source: IDC April, 1999 CAGR~13.2% Distributed Operations Market Share (Pie Chart showing: Other 30%, CA 29%, IBM 11%, HP 8%, BMC 7%, Veritas 6%, Legato 4%, Remedy 3%, Platinum 2%) Graph 1998 Total Market Size $4.3 Billion projected to grow to $11 Billion by 2003 Source: IDC July, 1999 CAGR~20.7% Financial Results ($ in millions) 3Q00 3Q99 % Chg Total Revenue 1,812 1,361 33% NA Revenue 1,232 876 41% Int'l Revenue 617 485 27% (currency adjusted) Net Income (ex spec chgs) 425 355 20% EPS ex Amort. .91 .71 28% EBITDA 936 678 38% Operating Margin 50% 48% (ex spec chgs + amort) Revenue Mix (Bar Graph showing: Y axis= $ in millions X axis= Fiscal Quarter 3Q99 data: Distrib. = 621; OS/390 = 650; Services = 77 3Q00 data: Distrib. = 898; OS/390 = 776; Services = 126 YOY Growth: Distrib. = 45%; OS/390 = 19%; Services = 64%) Graph CA/Sterling Combination >> Extends CA's eBusiness offerings: - Cutting edge eBusiness intelligence tools - Leader in enterprise application development tools - High end storage management - OS/390 network management - Expands CA's US Federal business (Sterling Software) Logo eBusiness Dynamics >> Systems more "mission critical" than ever before >> B2B compounds complexity/heterogeneity >> eBusiness forces integration of internal systems >> Speed of Internet no time to re-write, must leverage existing apps >> B2B and B2C security increased need and complexity eBusiness Dynamics (B2B Environment data, X Axis = System Complexity Y Axis = Need for Security) Graph InfoWorld, March 2000 "Obviously, the network of disparate operating systems, platforms, and technologies we have makes e-business the most complex business and technical hurdle we have ever faced." (InfoWorld.Com) Logo Web Infrastructure (CA software pictured, managing a myriad of devices and platforms to integrate, manage and to write applications) Picture Integrated Management Functions (Enterprise Management Solutions, Unicenter TNG pictured with Database Mangement, Help Desk Management, Security Management, Internet Management, Operations Management, Application Management, Neugents, Network Management, Desktop & Server Mgmt.,Storage Management.) Picture (NEUGENTS) Logo CA's patented technology that predicts business outcomes as applied to enterprise management and business data Based on pattern recognition Predict and prevent problems Apply intelligence to business data (Desktops & Servers, Applications & Databases, Storage, Operations, Internet, Network, Helpdesk, Security) Picture CA's eBusiness Security Suite (eTrust) Logo eTrust VPN eTrust Access Control eTrust PKI eTrust Single Sign-on eTrust Encryption eTrust Admin eTrust Firewall eTrust Policy Compliance eTrust Anti-virus eTrust Audit eTrust Content Inspection eTrust Desktop Security eTrust Intrusion Detection eTrust Directory CA #1 Worldwide Internet Security Software provider IDC, 1999 Internet Security Market Leading Vendors Bar Chart (excludes Anti-virus) $ in millions CA 479 IBM 235 Check Point 140 AXENT 97 Security Dynam. 94 Network Assoc. 93 Source: IDC, June 1999 Total market size $2.14 billion ARCserveIT Complete Storage Management >> Disaster Recovery Replication >> Centralized Management RAIT Support >> Web Interface Snapshot Image >> Push Agents MS Clustering Support >> Database Agents Remote Installation >> Open File Agent Media Management >> Application Agents Networked Library Option >> Proactive Backup Enterprise Library Option >> Tape/Optical Library Option Data Migration Option >> Parallel Streaming TNG Integration CA #1 Worldwide Storage Software provider IDC, 1999 Distributed Storage Mgt Market Leading Vendors Bar Chart $ in millions CA 551 Veritas 275 Legato 154 IBM 101 HP 63 Comm Vault 59 Sun 33 Source:IDC, August 1999 Total market size $ 1.46 billion Jasmine ii The Infrastructure for eBusiness Integrated Messaging Naming ORB Events Publish/Subscribe Application server Transaction mgmt Compression Encryption Cache mgmt Object database Integrates everything: Java C++ COM CICS SQL LDAP Internet standards: XML Java EJB CORBA COM (ERP DB's Legacy eCommerce Apps) Picture Oracle's Approach: (You will never become an e-business by piecing together software you already have. Only Oracle has a complete e-business suite. (Oracle Software powers the internet) Logo) Picture Business Week, March 20, 2000 CA eBusiness Initiatives >> ASP's and Joint Ventures |X| ACER |X| Cable & Wireless HTK |X| Taiwan Sogo Shin Kong Security Co. |X| Korea Telecom Hitel |X| Beijing Anyi |X| United Microelectronics Corp. (UMC) - EverTrac JV |X| Fudan Grand Horizon Information Technology Co |X| ... CA Solutions Licensing Direct Web Channel OEM Technology Partners Services Service Providers Joint Ventures ASPs Portals eBusiness Customers... (Consortio) Logo (www.StarKist) Logo (Exodus) Logo (Berkshire) Logo (habitEX) Logo (News America Digital Publishing) Logo (JOBFIT Medical Services) Logo (AEI) Logo (Liquid Golf.Com) Logo (Wal Mart Online) Logo (MediaNews Group) Logo (Intuit) Logo (Winnebago Industries) Logo (Office Depot.com) Logo (Travelocity.com) Logo (ShopLink.Com) Logo (American Hotel Register Company) Logo (Allied Express) Logo (Quokkasports Digital Sports Entertainment) Logo (National Center For Missing & Exploited Children) Logo Across All Industries... (sharperimage.com) Logo (Yellow Online) Logo (Sabre) Logo (WWW.PureNature.com) Logo (1-800-flowers.com) Logo (Pier1 imports) Logo (american greetings.com) Logo (Symbol) Logo (Hungry Minds) Logo (Universal Health Services) Logo (eToys.com) Logo (PAGENET) Logo (autobytel.com) Logo (digex) Logo (TICKETMASTER Online) Logo (Century21) Logo (Yellow Book.com) Logo (Bargain Bid) Logo (Charles Tyrwhitt) Logo (PSINet) Logo (CD&L) Logo Across the World !!! (Beef N.Z.) Logo (Feihua) Logo (http://www.wh.hb.cn) Logo (BedreLedelse) Logo (Vertex) Logo (Lincoln Property Company) Logo (immoline) Logo (GWH) Logo (Sainsbury's ) Logo (Brumbies) Logo (Mercado Total) Logo (EDS) Logo (ARFO Color Technics) Logo (Computer Associates International, Inc.) Logo Growth 2000 Investor Conference (ABN-AMRO) Logo March 23, 2000 We urge investors and security holders to read the following regarding the tender offer, including amendments that may be made to them, because they contain important information: - - Computer Associates' preliminary prospectus, prospectus supplements, final prospectus and tender offer material. - - Computer Associates' Registration Statement on Form S-4 and Schedule TO containing or incorporating by reference such documents and other information. - - Sterling Software's Solicitation/Recommendation Statement on Schedule 14D-9. These documents and amendments to these documents have or will be filed with the United States Securities and Exchange Commission. When these and other documents are filed with the SEC, they may be obtained free at the SEC's web site at www.sec.gov. You may also obtain for free each of these documents (when available) from Computer Associates by directing your request to Investor Relations at www.ca.com/invest/questions or by fax at 631-342-6864, or from Sterling Software by directing your request to investor@sterling.com or by fax at (214) 981-1215. -----END PRIVACY-ENHANCED MESSAGE-----