July 2003 Model Of Oracle's Projection Of Decline In Customers For J.D. Edwards

Total customers (including "Oracle migrations") are shown as follows: FY03 4,690, FY05E 4,300 (8% decline), continuing with a slight decline in FY06E and FY07E, to 3,890 (17% decline) in FY08E.

J.D. Edwards customers are shown as follows: FY03 4,690, FY05E 3,960 (16% decline), continuing with a slight decline in FY06E and FY07E, to 2,560 (45% decline) in FY08E.

Notes: Customers numbers shown are end of the period numbers. "Oracle migrations" are customers that switch to J.D. Edwards to Oracle products. Charts exclude FY04 since the July 2003 Model only provides partial year forecast for FY04.

Source: July 2003 Model (Plaintiff's Exhibit 3004).

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