Title: Dia 1
1PeopleSoft speeds up plan to take over J. D.
Edwards Business Times17 Jun 2003 NEW YORK -
Business software group PeopleSoft, bitterly
fighting a US5.1 billion bid from Oracle, said
on Monday it planned to speed up its own takeover
of rival J.D. Edwards PeopleSoft said it hoped
to complete the US1.75 billion takeover of J.D.
Edwards, which would create the world's
second-largest business software group, during
the July-September quarter. Previously, it had
said the deal would be wrapped up in the third
quarter or early in the fourth quarter.
2PeopleSoft also added 863 million in cash to the
previously all-stock offer for J. D. Edwards,
saying it would finance the cash portion out of
its own coffers, which contain about two billion
dollars. The value of the PeopleSoft takeover
offer for J. D. Edwards was now 1.75 billion
dollars, the two firms said in a joint statement.
Earlier, PeopleSoft and J. D. Edwards said the
offer was worth 1.7 billion dollars. "The
amended terms of the transaction will minimise
customer uncertainty arising from Oracle's recent
tender offer and enable PeopleSoft and J.D.
Edwards to speed their integration plans," the
two firms said. PeopleSoft has described a 5.1
billion bid from Oracle last week as an effort to
'disrupt' the company during its attempt to merge
with J.D. Edwards.
3Oracle Takes Its Takeover Case To J.D. Edwards
UsersBy Barbara Darrow, CRN - March 01, 2004
(157 PM EST) Oracle will fight for its right
to own PeopleSoft, and success will mean good
things for J.D. Edwards customers, according to
Oracle President Chuck Phillips. Phillips,
unlike his counterpart at PeopleSoft, trekked to
Chicago Monday to address Quest, the independent
J.D. Edwards user group. PeopleSoft bought J.D.
Edwards last summer. Oracle, despite government
resistance, is continuing its hostile takeover
attempt of PeopleSoft. For the record, the user
group does not support Oracle's bid, but it's not
so happy with PeopleSoft either. PeopleSoft
refused invitations to appear at Monday's
meeting, said Barbara Schmidt, president of Quest
and CTO of Minneapolis-based CNT. "Quest is on
record opposing the merger but we want to provide
a neutral forum for factual information," Schmidt
said, in introducing Phillips. Phillips
reiterated Oracle's insistence that a combined
Oracle/PeopleSoft applications business "is good
for competition, good for investors and good for
customers." To be sure, Oracle started off its
PeopleSoft bid last June on rocky ground with
PeopleSoft users. The company's initial public
statements gave the impression that it was
acquiring a customer base and would jettison
actual products. It has been working to reverse
that perception ever since. Last week the U.S.
Department of Justice, alleging that a merger
would be anti-competitive, filed suit in San
Francisco to stop the merger. Oracle responded
that it would fight that assessment in court.
4"It's pretty clear this acquisition is not on the
fast track," Phillips conceded. But he maintained
that Oracle will forge ahead and, if it succeeds,
will continue to support both PeopleSoft and J.D.
Edwards customers and products. He again cited
Oracle's continued support for Rdb customers.
Oracle bought the Rdb database and technology
from Digital Equipment Corp. a decade ago and
continues to support it, Phillips said. As for
antitrust issues, the Justice Department in its
objections cited concerns about human resources
applications for enterprises. It is the
government's burden to define the set of
customers, and Oracle does not see a lot of
situations where Oracle and PeopleSoft/J.D.
Edwards are the sole product options. "People in
the industry know there are many
alternatives--Lawson, GEAC, SSA and others. That
very large category of 'other' on the chart also
represents competition and innovation," Phillips
said. Additionally, Microsoft has invested 2
billion into business applications, he noted. "We
have some big competitors, and to compete, we
need economies of scale."
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6Oracle Agrees to Buy Siebel for 10.66 a Share
Vaults Oracle to Number 1 in Customer
Relationship Management 9/11 2005
7REDWOOD SHORES, Calif., 12-SEP-2005 Oracle
Corporation (Nasdaq ORCL) announced today that
it agreed to buy Siebel Systems, Inc (Nasdaq
SEBL) for 10.66 per share. The offer is valued
at approximately 5.85 billion, or 3.61 billion
net of Siebel's cash on hand of 2.24 billion.
"In a single step, Oracle becomes the number one
CRM applications company in the world," said CEO
Larry Ellison. "Siebel's 4,000 applications
customers and 3,400,000 CRM users strengthen our
number one position in applications in North
America and move us closer to the number one
position in applications globally." "Today is a
great day for Siebel Systems' customers,
partners, shareholders, and employees," said
Thomas M. Siebel, Chairman of Siebel Systems.
"The combination of Siebel applications with the
development capacity of Oracle to enhance our CRM
product set assures our customers continuing
success. This is a very beneficial business
combination that will allow us to be even more
effective in delivering high quality, leading
edge solutions into the hands of satisfied
customers."
8"This is a customer driven event. Our joint
customers have consistently recommended this
transaction to both companies for over a year,"
said Oracle President Charles Phillips. "We will
embrace Siebel's best-in-class CRM products and
make the features of those products the
centerpiece of our Project Fusion CRM." "We
expect this transaction to be accretive to
Oracle's earnings on a non-GAAP basis in its
first full year (FY07)," said Oracle President
and CFO Greg Maffei. "Longer term, Siebel will
contribute to Oracle's stated goal of 20 percent
annual earnings growth. Given the size of our
existing RD investment, scale of our global
support infrastructure, and similarity of our
back office requirements, we will recognize
substantial efficiencies from combining our two
businesses." CRM applications capture and
streamline all customer interactions so CRM users
can better understand, service and anticipate
their own customers' needs. Of all major segments
of the enterprise applications business, CRM is
the largest and fastest growing - estimated to be
more than 8 billion in 2004 and expected to grow
to 10 billion by 2009, according to IDC.
Siebel's CRM and Oracle's enterprise applications
and middleware share an architecture that
embraces industry standards, and a significant
majority of Siebel's implementations run on the
Oracle database.
9Meanwhile in s Gravenhage
10Strategie KPN
- Substituten, concurrenten (Microsoft, Yahoo?),
klanten, regelgeving, leveranciers? - 2. Wat is voor KPN Waarde creatie?
- Wat wordt de strategie?
- Hoe blijkt het belang dat KPN hecht aan cost
leadership, schaalvoordeel, marktaandeel?
11Van de radio geplukt
- Kyoceras nieuwe manier van het aanbieden van
printer services - Van product naar service
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