2/19/2003 Copyright 2003 by STRATX 1

DEBRIEF FOR PERIOD 4

Rmi TRIOLET & Christophe POTTIERSTRATX

2/19/2003 Copyright 2003 by STRATX 2

Congratulations !!!

11

84

125

111

177

77

108

Other CountriesLatin America

North AmericaEurope 2Europe 1

Asia/Pacific 2Asia/Pacific 1

693 teams survived the fourth decision round

34 teams did not submit their decisions in due time and thus were disqualified

No teams from Other Countries have given up! Congratulations to this region

95%

5%

Still competing Disqualified at end of Period 4

2/19/2003 Copyright 2003 by STRATX 3

Shareholders Value Creation

601 teams created shareholders value and have a Share Price Index over 1000. Congratulations !!

The other 92 teams destroyed value and have a SPI below 1000

Thanks to the launch of POET, 557 teams now have a higher unit market share than in Period 0

87%

13%

SPI > 1000 SPI < 1000

80%

20%

Market Share Increased (%U) Market Share Decreased (%U)

2/19/2003 Copyright 2003 by STRATX 4

Brand Portfolio

446 teams introduced a fourth brand during Period 4 227 teams market three brands 20 teams have not yet introduced a new brand and still

market the initial two brands PEAK and PAPAYA

2 Brands3%

3 Brands33%

4 Brands64%

2/19/2003 Copyright 2003 by STRATX 5

Management of existing brand PAPAYA The 20 most successful teams

BRAND CONTRIBUTION IN M$

2/19/2003 Copyright 2003 by STRATX 6

Management of existing brand PEAKThe 20 most successful teams

BRAND CONTRIBUTION IN M$

2/19/2003 Copyright 2003 by STRATX 7

Management of existing brand PLATINThe 20 most successful teams

BRAND CONTRIBUTION IN M$

2/19/2003 Copyright 2003 by STRATX 8

The 15 most successful POET launches based on $ market shareNo team is having a positive contribution!

2/19/2003 Copyright 2003 by STRATX 9

Average price of the new brand POET

How to read this chart : 20 teams have set POET at a price of $ 24

Polynomial regression

2/19/2003 Copyright 2003 by STRATX 10

Targeted Segments Average market share in %U by segment

2/19/2003 Copyright 2003 by STRATX 11

Website Portfolio

575 teams have created at least one new website 118 teams still only have the prima.com website 144 teams do not sell direct through online boutique

1 Web Site17%

2 Web Sites50%

3 Web Sites26%

4 Web Sites7%

2/19/2003 Copyright 2003 by STRATX 12

The Top 20 Revenues with Online Boutiques (in M$)

2/19/2003 Copyright 2003 by STRATX 13

The Top 20 Revenues with e-Tailers(in M$)

2/19/2003 Copyright 2003 by STRATX 14

Share Price Index Top 20 Teams

2/19/2003 Copyright 2003 by STRATX 15

Share Price IndexTop 3 Teams in each Region

2/19/2003 Copyright 2003 by STRATX 16

Share Price IndexSelection of 20 Teams

2/19/2003 Copyright 2003 by STRATX 17

Relationship BetweenEBIT and SPI

2/19/2003 Copyright 2003 by STRATX 18

Relationship BetweenRevenues and SPI

Congratulations !!!Shareholders Value CreationBrand PortfolioManagement of existing brand PAPAYA The 20 most successful teamsManagement of existing brand PEAKThe 20 most successful teamsManagement of existing brand PLATINThe 20 most successful teamsThe 15 most successful POET launches based on $ market shareNo team is having a positive contribution!Average price of the new brand POETTargeted Segments Average market share in %U by segmentWebsite PortfolioThe Top 20 Revenues with Online Boutiques (in M$)The Top 20 Revenues with e-Tailers (in M$)Share Price Index Top 20 TeamsShare Price IndexTop 3 Teams in each RegionShare Price Index Selection of 20 TeamsRelationship BetweenEBIT and SPIRelationship BetweenRevenues and SPI