2. Welcome and Overview: Our Commitment to the ISV Community Bronwyn Hastings Vice President, Global Alliances and Channels

3. About You  1,350 pre-registrations – 48% current Oracle PartnerNetwork members  Representing every key Industry – Financial Services – Manufacturing – Computer/Software – Healthcare – Telecommunications – Federal, State and Local Government  Representing key decision makers – C-Level – VP Alliances and Sales

4. What To Do At The Forum Learn Visit Do

5.  Oracle’s strategies, insights and roadmaps for our product lines  Oracle’s vision for Industry Solutions working with partners  About the Business Opportunities in new and emerging markets  About the Oracle PartnerNetwork and the benefits it can bring Learn

6.  Roundtables on Wednesday morning hosted by Oracle experts to help you solve business problems  Networking opportunities with potential business partners on Wednesday morning  ISV Forum Exhibits Area : Yerba Buena Foyer – Oracle staff are ready to answer your questions – Our Sponsors – HP and Intel – will discuss joint business values Visit

7.  Attend the Networking Reception this evening at 5:30  Meet with the over 150 Oracle Staff in attendance  Explore joint business opportunities with your peers  Look for regional events coming this year – London, September 7th  Enjoy! Do

8. Highlights of the Forum  Keynotes – Tuesday 1:30 : Chuck Rozwat, “ISVs and the Oracle Technology Platform” – Tuesday 2:15 : Cliff Godwin, “ISVs and the Oracle E-Business Suite – Working Together” – Tuesday 4:00 : Larry Ellison, “The Challenges Facing Partners and How Oracle Can Help – Q&A Session”  Parallel Tracks – Tuesday 10:15, 11:15, 3:00 – Wednesday 8:00, 9:00, 10:00, 11:00  Networking Reception  Tuesday 5:30 - 7:30

9. Highlights of the Forum  Exhibit Area – Tuesday 10:00 to 4:00 – Wednesday 8:00 to 12:00  Topical Roundtables – Wednesday 10:00 to 12:00  Partner Networking Roundtables – Wednesday 8:00 to 12:00

10. Thank You! Program Sponsor Supporting Sponsor

11. Rauline Ochs Group Vice President, NAS Alliances and Channels John Harllee Vice President, GEH Alliances and Sales EB7 Wednesday at 8am “Going to Market With Oracle: Working with Oracle Sales, Alliances and Channels Organization”

12. Building Your Business with Oracle Charles Phillips President, Oracle Corporation

13. Oracle Corporation  US$ 10b company  Over 40,000 employees  200,000 Database Customers Worldwide  13,000 Applications Customers Worldwide

14. Importance of Partners  13,500 active members in the Oracle PartnerNetwork – 46% OPN community are ISVs  100,000 active users registered in the Oracle PartnerNetwork Portal  40% worldwide license revenue generated by Partners – 47% growth in indirect license revenue from ISVs  70% of Oracle's FY04 YTD application business is influenced by partners  51% of Oracle’s applications and On Demand implementations are done by partners  230% growth in SE One incremental revenue from Q3 to Q4

15. Growth

16. What are the Growth Areas for the Future?

17. Enterprise Software Is Moving To Platforms

18. Evaluating A Platform  Breadth of coverage – Functional and platform coverage  Enterprise-ready – Scalable and manageable  Packaged – Standard, tested configurations ready to deploy

19. Evaluating A Platform (cont.)  Extensible – Can be extended as needed  Eco-system – 3 rd parties adding value to the platform  Added Value – Advanced cohesiveness and interoperability within the platform

20. Oracle Information Architecture Data Hub Applications Integration Business Processes Information Access Bus. Intell. Collaboration Transactions Grid Infrastructure Databases Application Servers Storage Development Framework Management Framework Oracle On Demand

21. Oracle Information Architecture Standard Configurations Data Hub Applications Integration Business Processes Information Access Bus. Intell. Collaboration Transactions Grid Infrastructure Databases Application Servers Storage Development Framework Management Framework Oracle On Demand Common Services Security Directories Installation Management Alerts Notifications Content management Collaboration

22. Oracle Information Architecture Standard Configurations Data Hub Applications Integration Business Processes Information Access Bus. Intell. Collaboration Transactions Grid Infrastructure Databases Application Servers Storage Development Framework Management Framework Oracle On Demand Customer and ISV Benefits Secure Configurations Standard Certified Upgradeable Pre-assembly Repeatable deployment Less redundancy

23. Application Server 10g Growth!

24. Application Server Some Facts  1,000+ ISVs  6,500 resellers and integrators  16,000+ customers  Fastest benchmarks for 3 years  99 Technology Patents  1st J2EE 1.4 Compliance  18 of the Fortune 20 running OAS  Fastest Revenue Growth for 3 years

25. Mid market SE One SE Growth!

26. You Can Start Small…  Database Standard Edition One – $149 per user/ $4995 for two processors – Quick and simple install – Automated tuning and management tasks – Easy and automated storage management – Dependable performance and scalability  Grow with your customer demands – Standard Edition w/ RAC – Enterprise Edition

27. Industries Growth!

28. Industries Some strongholds  Highlights – 24 of the worlds top 25 financial institutions run Oracle – Over 2000 governments around the world run Oracle – All of the global 500 communications companies run Oracle  Learn about the growing business opportunities by attending the Industry Track Sessions

29. Beyond the Horizon  Ubiquitous Information Broadcast-Aggregation  Motes  RFID  Wireless near-free and pervasive

30. William B. Gaylord VP Market Development Hyperion Harold Goldberg VP Market Development & Business Strategy Remedy, a BMC Company William M. Randle CEO SYNORAN Rob Tarkoff Chief Strategy Officer Documentum Oracle ISV Partner Panel Discussion Robert A. Napolitano VP Strategic Alliances Pegasystems, Inc.

31. On Demand ISVs Linux Industries Grid In Summary Mid-market Oracle Information Architecture

32. A Q & Q U E S T I O N S A N S W E R S

34. Oracle Information Architecture Lower cost to develop and deploy Administration Security Directories Installation Management Alerts and notifications Content management Collaboration Shared platform services:

35. Oracle Information Architecture Shared Service Benefits  Predictable service levels  Engineered reliability  Deeper automation  Reduction in component impedance  More secure  Easier to upgrade  Easier to diagnose  Economies of labor