JEREMY BURTON SVP And Chief Marketing Officer VERITAS Software Corporation

JEREMY BURTON SVP And Chief Marketing Officer VERITAS Software Corporation

A Perspective On The Competition EMC Oracle 10g Utility Computing Hardware Players 2

Legato v VERITAS Q1 2004 12% Revenue Growth Y-Y 6x 189 Migrations Tracked In 2003 Legato Sales Program 24% Revenue Growth Y-Y Q1 2004 LGTO Q1 2004 VRTS Source : Legato Web Site 4 License Maintenance

EMC Acquisition Strategy Scattered, Creating New Partnering Opportunities For Us Buyer : VP Infrastructure CRM ERP SCM Collab Buyer : Line Of Business Horizontal Applications Management Monitoring Security Availability Performance Application Server Database OS Application Platforms Servers Buyer : Test & Dev Buyer : VP Infrastructure Storage Network Hardware 5

Information Lifecycle Management Strategy To Tie Together Software Stack VMWare, Documentum A Stretch A Component Of Utility Computing Storage Running Great But Application Service Levels & Cost Are A Nightmare No Focus On Linking To Business Applications Storage Connected To Servers, Running Applications Classify Data, But Not Application? Protect Data, But Not Application? 6

Over 90% Of Oracle Database Users Don t Run Oracle Application Server Oracle Database : 239,000 Customers Oracle Application Server : 16,000 Customers What Do The Rest Run? 40 35 30 Java Application Server Market - 2003 25 20 15 10 5 0 IBM BEA Sun Sybase Others Source : Gartner/Dataquest Java Application Server Marketshare, 2003 8

Over 90% Of Oracle Database Users Don t Run Oracle Applications Oracle Database : 239,000 Customers Oracle Applications : 13,000 Customers What Do The Rest Run? 25 20 ERP Applications Market - 2003 15 10 5 0 SAP Oracle Peoplesoft SAGE Microsoft Source : Gartner/Dataquest Enterprise Applications Market Share, 2003 9

What About Oracle 10g? Only Solves Storage Problems For Oracle 10g File File & & Print Print MS MS Exchange Exchange DB2 DB2 Oracle Oracle 10G 10G SAN SAN NAS NAS 10 DAS DAS Heterogeneous Heterogeneous Storage Storage Tape Tape

VERITAS Software Automates Entire Storage Infrastructure File File & & Print Print MS MS Exchange Exchange DB2 DB2 Oracle Oracle 10G 10G VERITAS Storage Foundation SAN SAN NAS NAS 11 DAS DAS Heterogeneous Heterogeneous Storage Storage Tape Tape

Flaws In Oracle s View Of The World The Oracle Database Is Not The Only Application System Administrators Manage The Hardware Economies Of Scale Through Shared Infrastructure ASM Has Little Practical Value Like Video, Objects, Java, File System In The RDBMS 12

Hardware Players And Utility Computing

Delivery Since Vision 2003 Software Building Blocks To Enable Utility Computing CommandCentral Availability 4.0 CommandCentral Storage 4.0 Storage Foundation 4.0 Data Lifecycle Manager 5.0 Cluster Server 4.0 Volume Replicator 4.0 Insight, Inform, Indepth (i3) 6.5 NetBackup DLO 5.0 opforce 3.0 NetBackup 5.0 CommandCentral Service 3.5 Backup Exec 9.1 14 May 03 May 04

Building Blocks For Utility Computing Implement As Much Or As Little As You Need Application Cluster Server 4.0 i3 6.5 CC-Service 3.5 Server opforce 3.0 Cluster Server 4.0 i3 6.5 CC-Availability 4.0 Storage NetBackup 5.0 i3 6.5 CC-Storage 4.0 Replication 4.0 DLM 5.0 Foundation 4.0 Foundation 4.0 Foundation 4.0 Availability Performance Automation 15

Utility Computing The Competitive Landscape Utility Computing Vendors VRTS IBM HP Policy Mgmt. Server Provisioning App Migration Cluster Mgmt. Performance Mgmt. SUN EMC 16

Competitive Landscape EMC Legato Continues To Be Weak ILM, A Component Of Utility Computing Oracle The Oracle Infrastructure Is Not Reality Oracle 10g ASM Has Little Practical Value Hardware Utility Computing Vendors Software Is The Key Enabler A Race To Deliver New Technology To Market 17

VERITAS Strategy Software To Enable Utility Computing Building Blocks Implement As Much Or As Little As You Need Heterogeneous Works With What The Customer Has Today Or May Have Tomorrow Execution 18

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