1. SLIDE 1
/TIBCO Roadshow 620

2. TIBCO Software Inc.
We provide the infrastructure for e-business by tying together processes, applications and data in real time.
SLIDE 2
/TIBCO Roadshow 620

3. E-Business Infrastructure TIBCO Provides An End-to-End Solution
Messaging
Objects
(CORBA, COM, EJB)
Message Transformation
Push & Software Distribution
Application Management
Transaction Management
Adapters
Process Flow
TIBCO
Automate business processes
Access software applications
Control application transaction execution
Manage network & application operations
Distribute information & software
SLIDE 3
Convert information between formats
Manage business objects
Move information between applications/databases
/TIBCO Roadshow 620

4. The Software Challenge
80% of software is infrastructure
20% of software is application-specific
APPLICATION A
APPLICATION B
APPLICATION F
APPLICATION C
SLIDE 4
APPLICATION E
APPLICATION D
/TIBCO Roadshow 620

5. You Don’t Have to Ask for Information — You Get it Automatically
The Information Bus® (TIB) Unique Real-Time Infrastructure Used by 300+ Companies
APPLICATION F E D C B A
Common infrastructure or Bus
Demand-driven (Request/Reply) & Event-driven (Publish/Subscribe)
Subject-based addressing
You Don’t Have to Ask for Information —
You Get it Automatically
SLIDE 5
The Information Bus (TIB)
/TIBCO Roadshow 620

6. The TIBCO Story The Wall Street Trader (circa 1987)
Desktop clutter
Exorbitant cable costs
Non-integrated, analog content sources
SLIDE 6
- Reuters, Telerate, FBI, Chapdelaine, Liberty, Quotron, ADP
/TIBCO Roadshow 620

7. The Wall Street Trader Today
FirmWide
Suppliers
Middle- and Back-Office
Wireless
Internet
Clients
SLIDE 7
Connected to all information sources in real-time
“TIBCO digitized Wall Street” — Wall Street Journal
/TIBCO Roadshow 620

8. The Digital Trading Floor
Traders
Legacy
Apps
New Apps
Manage &
Administer
Databases
Market Data
Pricing
News Feeds
TIB
SLIDE 8
/TIBCO Roadshow 620

9. Today’s E-business is a Digital Trading Floor
SAP
Siebel i2
Legacy
Apps
New Apps
Manage &
Administer
Databases
TIB
Internet-Based
Partners/Customers
SLIDE 9
/TIBCO Roadshow 620

10. Huge Market Opportunity Companies Seek a Total Internet Solution
Source: IDC
Corporate Internet Spending $85B 1999
Exceeding $203B by 2002
TIBCO’s Addressable Market $15B
External Content and
Commerce Services
Content Delivery
Business Systems
and Content
Internet
Internet Business Solutions
Business-to-Employee
Business-to-Business
Business-to-Customer
SLIDE 10
/TIBCO Roadshow 620

11. TIBCO Market Leadership
The TIB Integrates More Software in Real-Time
60% of World’s Chip Production
300+ Global Banks
SLIDE 11
#1 in Businessware Management Services
5 of the Top 10 Web Portals
/TIBCO Roadshow 620

12. TIBCO’s Leadership Position
Cumulative Revenues
TIBCO and Selected Internet Infrastructure Companies
1996 through Q1 1999
SLIDE 12
/TIBCO Roadshow 620

13. Leadership and Growth Strategy
Portals
(TIBCO.net)
Finance
HTM
Telecom
Energy
Enterprise & Internet Infrastructure Software
(TIB/ActiveEnterprise)
SLIDE 13
Embedded/Integrated TIB Technology
/TIBCO Roadshow 620

14. Leadership and Growth Strategy Cisco and TIBCO
TIB embedded in:
Cisco IOS
Cisco Network Services / Active Directory
Intelligent networks with personalized content delivery
Full utilization requires additional TIBCO software
SLIDE 14
/TIBCO Roadshow 620

15. Leadership and Growth Strategy Embedded/Integrated TIB Technology
Wire Networks OS
Databases
Solutions
Wireless
Networks
TIB
SLIDE 15
Sun,
Microsoft
Oracle,
Sybase
i2, SAP
PageNet,
Ericsson
/TIBCO Roadshow 620

16. Leadership and Growth Strategy
Embedded/Integrated TIB Technology
Enterprise & Internet Infrastructure Software
(TIB/ActiveEnterprise)
Finance
HTM
Telecom
Energy
Portals
(TIBCO.net)
SLIDE 16
/TIBCO Roadshow 620

17. Leadership and Growth Strategy Enterprise & Internet Infrastructure Software
Messaging
Objects
(CORBA, COM, EJB)
Message Transformation
Push & Software Distribution
Application Management
Transaction Management
Adapters
Process Flow
TIB/Rendezvous
TIB/ObjectBus
TIB/MessageBroker
TIB/ContentBroker
TIB/Hawk
TIB/ETX
TIB/Adapters
TIB/IntegrationManager
Crossworlds
Active Software
BEA
Tivoli/CA
BackWeb/Marimba
SLIDE 17
Neon/TSI
Iona
IBM
/TIBCO Roadshow 620

18. Leadership and Growth Strategy TIBCO is End-to-End E-business Infrastructure
Messaging
Objects
(CORBA, COM, EJB)
Message Transformation
Push & Software Distribution
Application Management
Transaction Management
Adapters
Process Flow
TIB/Rendezvous
TIB/ObjectBus
TIB/MessageBroker
TIB/ContentBroker
TIB/Hawk
TIB/ETX
TIB/Adapters
TIB/IntegrationManager
TIB/ActiveEnterprise
Advantages
Real-time
Proven
Scalable
Modular and Flexible
Low cost of Ownership
Fast and Easy to Implement
SLIDE 18
/TIBCO Roadshow 620

19. Leadership and Growth Strategy
Embedded/Integrated TIB Technology
Enterprise & Internet Infrastructure Software
(TIB/ActiveEnterprise)
Finance
HTM
Telecom
Energy
Portals
(TIBCO.net)
SLIDE 19
/TIBCO Roadshow 620

20. Leadership and Growth Strategy Vertical Markets
Finance $
Internet
NASDAQ
Goldman Sachs
Morgan Stanley
Fidelity
DG Bank
Nomura
Standard Chartered Bank
Cedel Global Services
Yahoo! AOL/Netscape
CBS Sportsline
Lycos
AltaVista
Chemdex
iMoney
High Tech
Manufacturing
Lucent
Motorola
Siemens
Xilinx
3Com
Bay Networks
Philips Consumer
Electronics
Telecom
Energy
SLIDE 20
Chevron
Dynegy
Marubeni
Mobil
Macquarie Generation
Pacific Power
Vivendi
Ericsson
Motorola
PageNet
Telia
AirTouch
BellSouth
/TIBCO Roadshow 620

21. Leadership and Growth Strategy
Embedded/Integrated TIB Technology
Enterprise & Internet Infrastructure Software
(TIB/ActiveEnterprise)
Finance
HTM
Telecom
Energy
Portals
(TIBCO.net)
SLIDE 21
/TIBCO Roadshow 620

22. Leadership and Growth Strategy TIBCO
Leadership and Growth Strategy TIBCO.net — The Portal Behind the Portals
SLIDE 22
Software and Hosting Services to Extend Business
Through Corporate and Internet Portals
/TIBCO Roadshow 620

23. Why Build a Portal? Eyeballs User Experience Stickiness Benefits
Improve customer loyalty
Generate new revenues
Decrease time to market
SLIDE 23
/TIBCO Roadshow 620

24. TIBCO.net Create a Corporate/Internet Portal
Internal
Content
Commerce
Services
External
SLIDE 24
TIB/ActiveEnterprise
/TIBCO Roadshow 620

25. TIB/ActiveEnterprise
A Complete, End-to-End Solution for Enterprise and Internet Infrastructure
TIB/ActiveEnterprise
Internal
Content
External
Back
Office
Front
Intranet
Internet
Business
Consumer
SLIDE 25
/TIBCO Roadshow 620

26. Intel — The TIB Inside
All Pentium chips are manufactured in TIB-powered factories
Intel needed more efficiency and less down time
The TIB integrates software in real-time at 16 Intel facilities
Intel facilities are the most productive in the world
SLIDE 26
/TIBCO Roadshow 620

27. PageNet — The Wireless Portal
PageNet streamlined operations and generates new revenues
TIBCO built wireless portal
integrated backend systems and content sources
service provisioning, billing, etc.
high volume performance
600,000 provisioning events
30 million usage events/day
Global wireless-to-wireless network now under construction
SLIDE 27
/TIBCO Roadshow 620

28. Yahoo! — Financial Services on the Web
Yahoo! needed industrial strength infrastructure
TIBCO built and manages infrastructure of Yahoo! Finance
System handles 35 million page-views per day
SLIDE 28
/TIBCO Roadshow 620

29. Corporate My Yahoo! Corporate My Yahoo!
Merges internal and external content
Yahoo! offers 13 Free Services
, chat, clubs...
Corporate information stays secure behind firewall
SLIDE 29
/TIBCO Roadshow 620

30. Corporate My Yahoo! The Corporate Desktop of the 21st Century
SLIDE 30
/TIBCO Roadshow 620

31. SLIDE 31
TIBCO Software Inc.
/TIBCO Roadshow 620