Competitive Update

1. Competitive Update Mukund Mohan Product Marketing, APM

2. Agenda • Systems Management: Overview • Competitive Map: Products and Technology • Infrastructure monitoring competition • BMC, HP, Tivoli, Micromuse • Strengths and Weaknesses • Top kill points • End User Competition • Keynote 2

3. MercuryTopaz The Competitive Landscape Large CA HPOV Tivoli BMC Patrol Medium Installed Base Topaz SiteScope Empirix Micromuse Keynote Small End User Business Process Backend Servers Network Infrastructure Layer 3

4. Systems Management - Overview • Management: IT resources and assets, scheduled jobs and output • Monitoring: Network and mainframe • $9B market in 2001, Big 4 have 50% market share (Gartner) • Expensive deployments, 60% shelf-ware • Historically integrators not innovators (Gartner) Management Monitoring Systems Network Vendors Core Strengths “Most large enterprises have had a love-hate relationship with NSM suppliers, especially the framework vendors (CA and Tivoli), but even outside the frameworks, few vendors have earned a high degree of respect from CIOs.” Donna Scott, Gartner Group 2002 4

5. 5

6. Overall Kill points • Silo, system-centric view • Topaz give a holistic, business centric view • Framework architecture - suited for mainframe • Topaz supports distributed systems • Expensive to implement, maintain and manage • Topaz offers agentless, non intrusive monitoring • Poor fault management and alert flood • Topaz provides automatic root cause analysis “Managing mainframes is a breeze compared to complex, heterogeneous systems, which the big 4 have to learn” Aberdeen Group 6

7. Extensive monitoring of systems, networks, storage & applications Platform consists of Agents, Consoles and Knowledge Module Loosely connected set of modules Most of their revenue comes from mainframe monitoring Strengths: Large monitoring footprint (mainframe, storage, middleware) Installed base Weakness: Agent base older architecture Poor integration between modules & products Weak event correlation BMC Strengths & Weaknesses 7

8. BMC Patrol Competitive Map SiteAngel Enterprise Manager DiagnosePerform/Predict SLM Integration with HP, Tivoli, CA PATROL Dashboard/ Console (Web Edition) PSL Internet Services Patrol End-to-End Actual Web Response Timer Patrol Express 8

9. BMC Patrol kill points • Inflexible and difficult to use console • Alert flood and poor correlation - most customers purchase separate Alert management system • SLM and Enterprise Manager are still infrastructure and systems focused • “BMC has most limited focus. BMC is viewed as a conservative firm that is rarely first to market” - Donna Scott, Gartner Group 9

10. Strong in network & systems, weak application monitoring 50 products, loosely integrated NNM - network monitoring Internet Services - web monitoring OVO - systems monitoring Infrastructure based applications Strengths Extensive network monitoring Best Windows support Weaknesses Product transition (Compaq InSight Mgr) Poor application monitoring outside HP infrastructure No integration with other frameworks HP Strengths & Weaknesses 10

11. HP Openview Competitive Map Problem Diagnosis Network Node Manager Service Assurance Openview Operations Internet Services Transaction Analyzer Smart Plugins 11

12. HP Openview kill points • No strength in application monitoring • No business centric applications • No data warehouse for historical analysis and reporting • HP itself is a customer of Topaz. • “Openview suffers from lack of visibility within its own company” - Hurwitz Group 12

13. Netcool suite of network management products ObjectServer serves as a data warehouse Over 100+ monitors for various network elements Strengths Extensive network monitoring agents Tight integration with EMS solutions Weaknesses No end-user and applications monitoring, limited systems monitoring CORBA bus based architecture - slow Micromuse Strengths & Weaknesses 13

14. Micromuse Netcool Competitive Map Netcool Impact Netcool Visionary Netcool Omnibus Netcool Webtop Reporter & Object Server Netcool Probes Netcool Service Monitors 14

15. Micromuse Netcool kill points • No application(J2EE, CRM), end user or systems monitoring • Their “business applications” are infrastructure centric • They focus on network monitoring alone • We are currently in discussions to partner with Micromuse. 15

16. 30 Performance management modules with 2 consoles TEC NetView Agent based monitoring of systems and networks Good alert management integrated with escalation systems Strengths One stop shop for IT operations Extensive systems monitoring capability Bundled into IBM deals Weaknesses End user performance does not work Severe performance issues in production Poor ROI story due to lengthy deployments Tivoli Strengths & Weaknesses 16

17. Tivoli Competitive Map TEC & NetView TBSM TEC Service Level Advisor BIM Adapters TEC-Tivoli Enterprise Console DM-Distributed Monitoring & TEC TMTP 17

18. Tivoli kill points • Complexity of architecture, suited for mainframe • Expensive to implement and maintain • No reference customers for Web & End user monitoring available • Still a systems centric view of infrastructure • “All I hear is that every time we want to deploy a Tivoli monitor, it does not work. It takes 3 iterations and too much time to get it to work. That’s why we are interested in Topaz (SiteScope)” - Director IT, Topaz customer, Large Bank, Texas 18

19. • Expertise / Managed Service • Other Applications ActiveWatch Full Service • • Performance/End User • • • Diagnostics • SLM • More POP Locations • • Reporting AW - Self Service Competition Keynote Transaction Perspective Gomez Performance Network Empirix FarSight Hosted Services Competitive Landscape Price SiteSeer • Availability Monitoring • HTTP/S • Alerting Competition Keynote Red Alert BMC Site Angel Performance / Monitoring Quality 19

20. 30 Performance management modules with 2 consoles TEC NetView Agent based monitoring of systems and networks Good alert management integrated with escalation systems Strengths One stop shop for IT operations Extensive systems monitoring capability Bundled into IBM deals Weaknesses End user performance does not work Severe performance issues in production Poor ROI story due to lengthy deployments Keynote Strengths & Weaknesses 20

21. Keynote Competitive Map Diagnostics SNMP Adapters Web Site Perspective Transaction Perspective Enterprise Perspective Adlex 21

22. Keynote kill points • No offering for integrating inside-the-firewall availability monitors • Cannot support complex transactions or latest technologies • Keynote uses technology based on IE 5.0 and http 1.0 and cannot support newer technologies • Reporting Interface is very slow • Can take 7-10 seconds to load a chart • Frequent database problems and false alarms • Not true Self-Service, poor customer service • Customers must record their own scripts and send to Keynote to test and provision; 2-5 day process • Customers who would like Keynote to record scripts for them must pay extra $500/script or $3000/month 22

23. Q&A, Discussion • Who are you seeing in accounts? • Who do you think poses the biggest threat? • What have you heard from customers regarding systems management competitors? 23