<PAGE> 1
Filed by i2 Technologies, Inc.
Pursuant to Rule 425 under the Securities
Act of 1933 and deemed filed pursuant
to Rule 14a-12 of the Securities
Exchange Act of 1934
Subject Companies:
i2 Technologies, Inc., Commission File No.: 000-28030
Aspect Development, Inc., Commission File No.: 000-20749
THE FOLLOWING IS A SUMMARY OF A SLIDE PRESENTATION
GIVEN BY i2 TECHNOLOGIES, INC. ON MAY 11, 2000
[i2 LOGO]
INTELLIGENT eBUSINESS SOLUTIONS
Chase H&Q 28th Annual Technology Conference
Bill Beecher, CFO
May 11, 2000
(C)1995-2000 i2 Technologies, Inc. CONFIDENTIAL Slide 1
[i2 LOGO]
INTELLIGENT eBUSINESS SOLUTIONS
Bill Beecher, CFO
May 11, 2000
(C)1995-2000 i2 Technologies, Inc. CONFIDENTIAL Slide 2
[i2 LOGO]
INTELLIGENT eBUSINESS SOLUTIONS
MSDW Millennium Convertibles Conference
<PAGE> 2
Bill Beecher, CFO
May 11, 2000
(C)1995-2000 i2 Technologies, Inc. CONFIDENTIAL Slide 3
SAFE HARBOR LANGUAGE
In our presentation today, and during the question and answer session, we may
make projections or forward-looking statements, including statements regarding
i2's ability to complete acquisitions, execute its strategy, achieve growth
targets, and provide benefits to customers, that involve risks and
uncertainties. These risks and uncertainties include various important factors
such as competition, market acceptance of our products, technological change,
recent business ventures, international operations and general economic
conditions. For additional discussion of factors which could impact the
Company's financial results, please refer to the Company's latest Form 10-K and
other recent reports filed with the SEC.
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 4
Agenda
- - What is i2?
- - The eBusiness opportunity
- - The solution - TradeMatrix
- - Evolving our business model
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 5
Profile of i2
- - Most comprehensive solutions for B2B
- - Leading vision for intelligent eBusiness
<PAGE> 3
- - Proven Record of execution
- - Facing historic opportunity
"i2 is in the right place
at the right time
with the right solution"
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 6
Established Expertise in Supply Chain
[GRAPHIC SHOWING A FOUR QUADRANT MATRIX WITH THE LEFT BORDER LABELED "Ability
to Execute" AND THE BOTTOM BORDER LABELED "Completeness of Vision."
THE UPPER LEFT QUADRANT IS LABELED "Challengers" AND IS EMPTY. THE UPPER
RIGHT QUADRANT IS LABELED "Leaders" AND CONTAINS "i2." THE LOWER LEFT
QUADRANT IS LABELED "Niche Players" AND CONTAINS "Baan, JD Edwards, MAPICS,
Peoplesoft, LPA, Mercia, Honeywell, Demand Mgmt and Unicorn." THE LOWER
RIGHT QUADRANT IS LABELED "Visionaries" AND CONTAINS "SCT/Fygir, SAP,
Manugistics, Paragon, Logility, SynQuest, WebPlan and Aspen Tech."]
Source: Gartner Group (12/29/99)
Supply Chain Planning "Magic Quadrant" 1999
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 7
i2's Recent Results
(1Q2000)
- - $745M annual revenue run rate
- - 88 customer transactions
- - Deferred revenues up $64M (88%)
- - Building 50+ marketplaces
[UNLABELED BAR GRAPH CONTAINING FOUR BARS, EACH INCREASING IN HEIGHT FROM
LEFT TO RIGHT]
Mission: $50 billion in customer value by 2005 -
$7.6 billion confirmed through 1999 audit
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 8
<PAGE> 4
The Opportunity
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 9
Intelligent eBusiness: More Than Just
Automating Buy-Sell Transactions
[BAR GRAPH DEPICTING THE INCREASE IN VALUE FROM WEB SITE PRESENCE TO
INTELLIGENT EBUSINESS AND CONTAINING THE BELOW-LISTED INFORMATION]
<TABLE>
<CAPTION>
INTELLIGENT
WEBSITE eCOMMERCE eBUSINESS eBUSINESS
- ------- --------- --------- -----------
<S> <C> <C> <C>
Presence On-line Catalog Buying & Selling Synchronization &
Buying & Selling optimization of
end-to-end
Redeployment of business processes,
current spanning
business practices multiple enterprises
</TABLE>
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 10
Businesses Historically Focused on
Internal Processes
[GRAPHIC SHOWING THE FOLLOWING BUSINESSES: PRODUCT DEVELOPMENT/ENGINEERING,
MANUFACTURING AND MARKETING/SALES/ADMINISTRATION]
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL
<PAGE> 5
Internet Extends Business Processes
Across Multiple Enterprises
[CHART DEPICTING VISUAL PRESENTATIONS OF BUSINESS PROCESSES ACROSS MULTIPLE
ENTERPRISES - DIRECT MATERIAL SUPPLIERS, INDIRECT MATERIAL SUPPLIERS, HUMAN
RESOURCES, LOGISTICS PROVIDERS, DESIGN PARTNERS AND CUSTOMERS ALL INTERACTING
WITH PRODUCT DEVELOPMENT/ENGINEERING, MANUFACTURING AND
MARKETING/SALES/ADMINISTRATION]
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL
Intelligent eBusiness Must Address
Multi-enterprise Relationships
[CHART DEPICTING IN THE BACKGROUND THE CHART FROM THE PREVIOUS SLIDE, WITH
"Procurement" SUPERIMPOSED OVER DIRECT MATERIAL SUPPLIERS, "Product Lifecycle
Management" SUPERIMPOSED OVER HUMAN RESOURCES, "Supply Chain Management"
SUPERIMPOSED OVER PRODUCT DEVELOPMENT/ENGINEERING, "Service Management"
SUPERIMPOSED OVER MARKETING/SALES/ADMINISTRATION, "Fulfillment" SUPERIMPOSED
OVER LOGISTICS PROVIDERS, AND "Customer Management" SUPERIMPOSED OVER DESIGN
PARTNERS AND CUSTOMERS]
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL
The Solution
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 14
Introducing TradeMatrix
- - i2's TradeMatrix TM is the most comprehensive eBusiness platform available,
providing the services, content and technology required to rapidly build and
connect eMarketplaces.
<PAGE> 6
[GRAPHIC DEPICTING NUMEROUS EMARKETPLACES
AND THEIR INTERACTION WITH ONE ANOTHER]
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 15
Intelligent eBusiness With TradeMatrix
is a Natural Evolution
[GRAPHIC SHOWING THE EVOLUTION OF INTELLIGENT EBUSINESS FROM FACTORY PLANNING
TO SUPPLY CHAIN OPTIMIZATION TO EBUSINESS PROCESS OPTIMIZATION TO
EMARKETPLACES TO TRADEMATRIX]
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 16
Aspect Extends Solution Footprint
- - Discovery search engine [GRAPHIC SHOWING THE INTERACTION OF
- - Direct materials content DIRECT PROCUREMENT, INDIRECT PRO-
- - MRO content CUREMENT AND DESIGN COLLABORATION
- - Content exchange WITH CONTENT, ALL SUPERIMPOSED OVER
- - Enhanced design and sourcing THE GRAPHIC FROM SLIDE 15]
private exchange services
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 17
i2's Combined Offerings
[GRAPHIC SHOWING VARIOUS SERVICES - THE i2 LOGO AND THE ASPECT DEVELOPMENT
LOGO ARE LOCATED ABOVE "design" AND "source," THE IBM LOGO, i2 LOGO, AND ARIBA
LOGO ARE LOCATED BELOW "buy," AND THE i2 LOGO IS LOCATED ABOVE "make,"
"move," "store," "sell" and "customer management"]
B2B Content [aspect LOGO supplybase.inc LOGO]
Physical Execution [freightMatrix LOGO]
<PAGE> 7
Mfg/Dist move preferred financial measured
Execution products services settlement success
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 18
Differentiation of TradeMatrix
- - Most open, comprehensive
B2B2C solutions in the market
- Breadth of services [GRAPHIC FROM SLIDE
- Rich content 15 SHOWN HERE]
- Marketplace-to-marketplace
connectivity
- Physical fulfillment
- i2 heritage of
delivering
B2B value
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 19
Working on Over 50 Marketplaces
- - TradeMatrix launched Oct-99 [tradeMatrix LOGO]
- - Industry Public Marketplaces [eService Matrix [homeElectronicsMatrix
LOGO] LOGO]
[hightechMatrix [freightMatrix [softgoodsMatrix
LOGO] LOGO] LOGO]
- - Some Other Announced Marketplaces
- Alliant, VF Corp, Med-Surg, Planet-One (timber), FDI-FMI,
Volkswagen, Renault, Gate Gourmet, Computer Broker
Exchange, AT&T Canada, Siemens IT Service, many more...
[iStarXchange [FASTURN ecampus.com
LOGO] LOGO] LOGO]
[MyAircraft.com [ChemicalsWorld.com
LOGO] LOGO]
<PAGE> 8
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 20
Evolving Our Business Model
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 21
Marketplaces Add Recurring Revenues
<TABLE>
<CAPTION>
Public Private
Marketplace Marketplace
<S> <C> <C>
- - Up-front fee X X
- - Share of revenue X
- - Subscription fees X X
- - Transaction fees X X
</TABLE>
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 22
Customers Benefit from TradeMatrix
Marketplace Services
- - Each of six services offers significant benefits, PLUS:
- - Lower up-front costs
- - Faster time-to-value
- - Increased profitability
- - Expanded channels and suppliers
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 23
Many Customers Achieve 11% Bottom
Line Improvement
<PAGE> 9
[BAR GRAPH SUPERIMPOSED OVER THE i2 LOGO DEPICTING CERTAIN CUSTOMER SAVINGS
AS INDICATED BELOW]
<TABLE>
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
11.1%
Total
Benefits
1.0%
Sales
increase
1.6%
Margins
increase
8.5%
Total Cost
Savings
0.9%
Savings in
R&D
0.9%
Savings in
sales expenses
1.7%
Efficiencies in
Indirect Spend
2.0%
Efficiencies in
Direct Spend
0.8%
Reduced
Logistics Costs
1.2%
Reduction
in E&O
1.0%
Inventory
Reductions
</TABLE>
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 24
Customer Value Translates to i2
Success (25 Consecutive Record Qtrs)
<PAGE> 10
[BAR CHART SHOWING QUARTERLY GROWTH FROM LESS THAN $5 MILLION IN 1Q94 TO OVER
$180 MILLION IN 1Q00]
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 25
Selected i2 Customers
[GRAPHIC DISPLAYING THE LOGOS OF BRISTOL-MYERS SQUIBB COMPANY, DELL, GE, 3M,
HEWLETT PACKARD, JOHNSON&JOHNSON, DOLE, IBM, TEXAS INSTRUMENTS, TIMEX,
CORNING, MERCK, COMPAQ, OXY, WHIRLPOOL, FORD, TOSHIBA, CASE, USS, BOEING,
LIPTON, FUJITSU, VF CORPORATION, WARNACO, BRITISH STEEL, AMAZON.COM AND GM]
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 26
Investment Conclusion
- - Evolution of eBusiness = Opportunity
"in the right place at the right time with the right solution"
- - TradeMatrix solutions are highly differentiated
- Aspect expands value to customers
- - TradeMatrix services improve our business model
- - Superior record of execution
(C)1995-2000 INTELLIGENT eBUSINESS SOLUTIONS
i2 Technologies, Inc. [i2 LOGO]
CONFIDENTIAL Slide 27
[i2 LOGO]
INTELLIGENT eBUSINESS SOLUTIONS
Bill Beecher, CFO
May 11, 2000
(c) 1995-2000 i2 Technologies, Inc. CONFIDENTIAL Slide 28
<PAGE> 11
Cautionary Note Regarding Forward-Looking Statements under the Private
Securities Litigation Reform Act of 1995: Information in this release that
involves i2 Technologies, Inc.'s ("i2") expectations, beliefs, hopes, plans,
intentions or strategies regarding the future are forward-looking statements
that involve risks and uncertainties. These statements include statements about
i2's strategies in the marketplace, its market position and its relationship
with customers. All forward-looking statements included in this release are
based upon information available to i2 as of the date of the release, and we
assume no obligation to update any such forward-looking statement. These
statements are not guarantees of future performance and actual results could
differ materially from our current expectations. Factors that could cause or
contribute to such differences include, but are not limited to, risks relating
to the completion of the contemplated Aspect merger, including the risk that
required regulatory clearances or stockholder approval might not be obtained in
a timely manner or at all, and if completed, the successful integration of
Aspect Development, Inc. ("Aspect"), competition, the timing and successful
completion of technology and product development efforts, integration of the
technologies and businesses of i2 and Aspect, unanticipated expenditures,
changing relationships with customers, suppliers and strategic partners and
other factors described in the most recent Form 10-Q, most recent Form 10-K and
other periodic reports filed by i2 and Aspect, with the Securities and Exchange
Commission ("SEC").
Additional Information and Where to Find It: i2 has filed a Registration
Statement on Form S-4 in connection with the merger, and i2 and Aspect have
mailed a Joint Proxy Statement/Prospectus to stockholders of i2 and Aspect
containing information about the merger. Investors and security holders are
urged to read the Registration Statement and the Joint Proxy
Statement/Prospectus carefully. The Registration Statement and the Joint Proxy
Statement/Prospectus contain important information about i2, Aspect, the merger,
the persons soliciting proxies relating to the merger, their interests in the
merger, and related matters. Additional information regarding the persons
soliciting proxies and their security holdings in i2 and Aspect can be found in
the annual, quarterly and special reports, proxy statements and other
information filed by i2 and Aspect with the SEC. Investors and security holders
are able to obtain free copies of these documents through the website maintained
by the SEC at http//www.sec.gov. Free copies of the Joint Proxy
Statement/Prospectus and these other documents may also be obtained from i2 by
directing a request by mail to i2 Technologies, Inc., Investor Relations, One i2
Place, 11701 Luna Road, Dallas, Texas 75234, telephone: (469) 357-1000, and from
Aspect through the Investor Relations portion of Aspect's website at
http//www.aspectdv.com or by mail to Aspect Development, Inc., 1395 Charleston
Rd., Mountain View, CA 94043, attention: Investor Relations, telephone: (650)
428-2700.
In addition to the Registration Statement and the Joint Proxy
Statement/Prospectus, i2 and Aspect file annual, quarterly and special reports,
proxy statements and other information with the SEC. You may read and copy any
reports, statements or other information filed by i2 or Aspect at the SEC public
reference rooms at 450 Fifth Street, N.W., Washington, D.C. 20549 or at any of
the SEC's other public reference rooms in New York, New York and Chicago,
Illinois. Please call the SEC at 1-800-SEC-0330 for further information on the
public reference rooms. i2's and Aspect's filings with the SEC are also
available to the public from commercial document-retrieval services and at the
Web site maintained by the SEC at http://www.sec.gov.
<PAGE> 12
i2, each of its directors, executive officers and certain other members of
management and employees may be soliciting proxies from i2 stockholders in favor
of the issuance of shares of i2 common stock in the merger. The names of such
persons who may solicit proxies are set forth in i2's Form 8-K as filed on March
14, 2000, as amended, and i2's Form 425 as filed on May 8, 2000. The
Registration Statement and the Joint Proxy Statement/Prospectus contain
important information about i2, the merger, the persons soliciting proxies
relating to the merger, their interests in the merger, and related matters.
Additional information regarding the persons soliciting proxies and their
security holdings in i2 can be found in the annual, quarterly and special
reports, proxy statements and other information filed by i2 with the SEC.
Aspect, each of its directors, executive officers and certain other members of
management and employees may be soliciting proxies from Aspect stockholders in
favor of the adoption of the merger agreement. The names of such persons who may
solicit proxies are set forth in Aspect's Form 425 as filed on April 7, 2000.
The Registration Statement and the Joint Proxy Statement/Prospectus contain
important information about Aspect, the merger, the persons soliciting proxies
relating to the merger, their interests in the merger, and related matters.
Additional information regarding the persons soliciting proxies and their
security holdings in Aspect can be found in the annual, quarterly and special
reports, proxy statements and other information filed by Aspect with the SEC.
