Commerce One Overview

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Commerce One Overview

• Sam Sliman

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Commerce Ones Meteoric Evolution

• IPO raises 69 million
• Two Stock Splits (3-for-1, 2-for-1)
• Mega Exchanges Strategy Launched
• Global Trading Web Launched
• Acquires AppNet, Commerce Bid, Mergent Systems

1999 to 2000

• Company Changes Name to Commerce One
• Market Site developed as online exchange platform
• Buy Site Product Launched
• Established multiple revenue stream model
  (Licenses,
• Professional Services, Transactions, Equity)

1997 to 1998

• Mark Hoffman becomes CEO
• Software Applications for eProcurement model
• Supply Site Product Launched

1996
1994 to 1995

• Company founded as DistriVision
• CD-Rom-based catalogs model
• Suppliers-focused

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The New Commerce One

• 2000 Revenue Estimate of 475M (pro forma)
• MarketSite and BuySite Technology Platforms
• Global Trading Web Network
• Increase in Capabilities and Market Coverage
• Operations in 32 Countries on 6 Continents
• 44 offices Worldwide
• 2,900 Total Employees

The combined company creates the first fully
integrated platform and services company in the
industry faster time to market and more robust
e-business solutions.
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Commerce One Competitive Differentiation

• Live e-Marketplaces and applications
• 6 years of e-Marketplace technology investment
• Joint development plus joint marketing to large
  installed SAP base
• Direct procurement and additional value added
  business services
• Complete solutions model with substantial
  internal resources to meet demand
• Scalable recurring revenue streams

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Todays E-Commerce Opportunity - The Global
Trading Web

• The Global Trading Web is the worlds largest
  business-to-business Internet trading community,
  comprised of many open e-marketplaces,
  accelerating the movement of global trade onto
  the web.

The Global Trading Web is the Internet enhanced
for business.
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B2B Seamless Interoperation Looks Like the
Internet
Dot Coms
Verticals
Horizontals
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One Connection Provides Access To...

• 30 mega exchanges
• 100s of Net Market Makers
• 100s of service providers
• 50,000 suppliers
• 100s of thousands of buyers

2.3 Trillion of Buying Power
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New Business Models Are Key

• Marketplace Partner Commerce One Create a
  Business Together

• Revenue Flows from Customer Use

• Subscriptions
• Access Fees
• Commissions

• Service Use
• Transactions
• Advertising

• Application Use
• Unique Services
• Inter-Marketplace Revenue Sharing

• Shared Risk / Reward with Customers

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Commerce One Overview

• Sam Sliman