4. SAP & Oracle SAP (about $10 billion in total revenues) and Oracle (approximately $5 billion in applications revenues and $13 billion in total revenues) dominate the enterprise applications market by a wide margin. The presentation will reveal their strategies

6. SAP vs Oracle: Face-Off SAP’s approach is heavy on vision, light on details Customer data model still has to be finalized SAP will go to market as a solutions company Oracle will go to market as a portfolio company SAP Oracle

8. Oracle Fusion: Quick facts

9. SAP BPP: Quick facts Duet

10. Differences Between Oracle And SAP Next-Generation Architectures And Plans

11. Differences Between Oracle And SAP Next-Generation Architectures And Plans (continued)

12. Differences Between Oracle And SAP Next-Generation Architectures And Plans (continued)

13. SAP AG “ IT is moving from a driver of productivity to a driver of accelerated innovation, competitive differentiation and growth.” - Henning Kagermann, CEO, SAP AG

14. SAP AG: A quick overview: Revenues $10.91 Billions (Up 13%) Employees: 35,873 Customers 32,000 | Countries 120 | Industries 25 Independent ISVs 1,000 (supporting SAP NetWeaver platform) SAP SDN 360,000 Members Licenses Revenues grew by 18% to €2.8 Billion Deals Increased by 22% Strong growth North America and APAC Products ESA adoption, mySAP ERP suite Verticals Process Industry and Retail (63% growth) Ecosystem Microsoft Duet; Siemens Healthcare; and Intel Analytics package Key acquisitions Retail Triversity and Kinematics; Manufacturing Lighthammer Maintenance & Support TomorrowNow; SRM Frictionless Commerce

18. SAP Consulting “ As the trusted advisor for businesses large and small, SAP is determined to help each and every customer become a best-run business.” - Léo Apotheker, Head, Consulting, SAP AG

22. Oracle Corp.

23. Oracle Corp: A quick overview Oracle Corp. ($ 11.8 B FY 2005) Software (80%) Services (20%) New Software Licenses (44%) Software Licenses updates and Product Support (56%) Consulting (75%) On Demand (13%) Education (12%) Americas (49%) EMEA (36%) APAC (15%) Software Oracle Fusion Middleware Oracle Application Server Oracle Collaboration Suite Oracle Developer Suite Oracle Data Hub Applications Software Oracle E Business Suite PeopleSoft Enterprise JD Edwards EnterpriseOne JD Edwards World Siebel Applications Project Fusion

24. Oracle Corp: Strategy Oracle Strategy Oracle Fusion Architecture Oracle Fusion Middleware Oracle Applications Services Oriented Architecture Information Driven Architecture Grid Computing Architecture Applications Platform Suite Best of Breed Middleware Easy to adopt technology Standard based Technology Declarative Development Tools Improve Business Flexibility Improve corporate performance Improve Business Productivity Superior Ownership Experience

28. SAP - ERP R/3 FI Financial Accounting CO Controlling PS Project System WF Workflow IS Industry Solutions MM Materials Mgmt. HR Human Resources SD Sales & Distribution PP Production Planning QM Quality Management PM Plant Maintenance SM Service Manage- ment Integrated Solution Client / Server Open Systems EC Enterprise Controlling AM Fixed Assets Mgmt.

33. SAP – Process Integration

35. Thank You Satya Kiran