EXHIBIT 99.473
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ENERGY
Segment Strategy--2001
CONTENTS
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- - Market segmentation and target focus
- - Lines of Business (LOB) attractiveness and Strength, Weakness,
Opportunities, and Threats (SWOT) analysis
- - Critical success factors and strategy implications
- - Go-to-market service lines
- - Current capability summary
- - Development strategy summary
- - Tactics and actions
- - 2001 revenue budget and pipeline
- - Attachments
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1.0 ENERGY INDUSTRY MARKET SEGMENTATION &
TARGET FOCUS
<Table>
<Caption>
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BUSINESS UNIT ENERGY
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INDUSTRY COMMERCIAL & INDUSTRIAL
SEGMENT ENERGY USERS RETIAL ENERGY SERVICE & SUPPLY COMPANY
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ASP BUSINESS BUSINESS & IT IT OUTSOURCING PACKAGED ASP BUSINESS BUSINESS & IT
LINES OF PROCESS CONSULTING SOFTWARE PROCESS CONSULTING
BUSINESS OUTSOURCING APPLICATIONS OUTSOURCING
SERVICE SERVICE
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Ready Now iConnect iCom Energy Full IT OPS iCom Web iCommission Energy
Enterprise Information Portal Information
Strategy Strategy
iCommand iCommission Unbundled IT iConnect
OPS
Bill Analysis Optionality & Control iCommand Product &
Consolidation & Demand Systems Service
Payments Response OPS Design
Service Strategic Business
Lines Sourcing Process
Consulting
Bill/Tariff
Analysis
iConserve Management Customer iControl
Care
Services
In Design iControl Customer Information Customer
Care Clearing Care
Services Exchange Services
Information
Clearing
Exchange
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Service Value Delivery Framework Value Delivery Framework
Engine
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i-Labs
Capabilities
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<Caption>
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BUSINESS UNIT ENERGY
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INDUSTRY
SEGMENT ENERGY UTILITY REGIONAL TRANSMISSION COMPANY
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IT OUTSOURCING PACKAGED ASP BUSINESS BUSINESS & IT IT OUTSOURCING BUSINESS BUSINESS & IT
LINES OF SOFTWARE PROCESS CONSULTING PROCESS CONSULTING
BUSINESS APPLICATIONS OUTSOURCING OUTSOURCING
SERVICE SERVICES
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Ready Now Full IT OPS iCom EDR Energy Full IT OPS Tariff &
Services Information Service Design
Strategy
Unbundled IT Unbundled IT
OPS OPS
Business Congestion
Processing Management
Consulting
Control Systems Market
OPS Operations
Service
Lines
MBA Technology
Integrational
Management iCom EDR Customer Management Scheduling
Service Services Care Service Settlements
Provider Services Provider & Clearing
In Design
Customer Customer Information Scheduling
Care Care Clearing Settlements
Infrastructure Services Exchange & Clearing
Information Major
Clearing Data
Exchange Management
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Service Value Delivery Framework Value Delivery Framework
Engine
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i-Labs
Capabilities
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</Table>
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ENERGY INDUSTRY VIEWS (1b)
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<Table>
<Caption>
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BUSINESS UNIT ENERGY
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INDUSTRY COMMERCIAL & INDUSTRIAL
SEGMENT ENERGY USERS RETIAL ENERGY SERVICE & SUPPLY COMPANY
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ASP BUSINESS BUSINESS & IT IT OUTSOURCING PACKAGED ASP BUSINESS BUSINESS & IT
LINES OF PROCESS CONSULTING SOFTWARE PROCESS CONSULTING
BUSINESS OUTSOURCING APPLICATIONS OUTSOURCING
SERVICE SERVICE
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Ready Now iCom iCom iCom Full IT OPS iCom iCom iCom
Unbundled IT Business Process
OPS Consulting
Management
Service Provider
Service Lines iCom Control
Systems
Customer Care
In Design Customer Care Customer Care Customer Care
Services Services
B2B B2B
Information Information
Exchange Exchange
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Service Value Delivery Value Delivery Framework
Engine
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i-Labs
Capabilities
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<Caption>
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BUSINESS UNIT ENERGY
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INDUSTRY
SEGMENT ENERGY UTILITY REGIONAL TRANSMISSION COMPANY
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IT OUTSOURCING PACKAGED ASP BUSINESS BUSINESS & IT IT OUTSOURCING BUSINESS BUSINESS & IT
LINES OF SOFTWARE PROCESS CONSULTING PROCESS
BUSINESS APPLICATIONS OUTSOURCING OUTSOURCING
SERVICE SERVICE
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Ready Now Full IT OPS iCom iCom iCom Full IT OPS Market
Operations
Unbundled IT Business Unbundled IT
OPS Process OPS Business
Consulting Process
Consulting
Management Management
Service Service
Provider Provider
Services iCom Control
Lines Systems
MSA Technology
In Design Custemer Care Customer Customer Integration B2B B2B
Care care Settlements Settlements
Services Services
B2B B2B
Information Information
Exchange Exchange
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Service Value Delivery Framework Value Delivery Framework
Engine
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i-Labs
Capabilities
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</Table>
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Segment Approach -- Energy Utilities (North America)
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(1.2)
APRIL 17, 2001 VERSION
The primary market focus is on the public and private energy utilities owning
distribution services to the energy customers.
3,900 ENERGY UTILITIES
[GRAPH]
ENERGY UTILITIES ARE THE PUBLICLY AND PRIVATELY OWNED COMPANIES ACROSS NORTH
AMERICA RESPONSIBLE FOR THE PRODUCTION, DISTRIBUTION, AND PROVISIONING OF END
CUSTOMER ENERGY (GAS AND ELECTRICITY) COMMODITY NEEDS.
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Segment Approach -- Energy Utilities (Europe)
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(1.2)
APRIL 17, 2001 VERSION
The primary market focus is on those multi-national utilities with acquisitions
or operations in the North American market and those utilities within European
Union countries where deregulation is accelerated.
[GRAPH]
ENERGY UTILITIES ARE THE NATIONALLY, PUBLICLY, AND PRIVATELY OWNED COMPANIES
ACROSS EUROPE RESPONSIBLE FOR THE PRODUCTION, DISTRIBUTION, AND PROVISIONING OF
END CUSTOMER ENERGY (GAS AND ELECTRICITY) COMMODITY NEEDS. IN EUROPE, THESE
COMPANIES MAY ALSO PROVIDE THE SERVICES ORDINARILY OFFERED IN NORTH AMERICA BY
RETAIL ENERGY SERVICE AND SUPPLY COMPANIES
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SEGMENTATION AND TARGET FOCUS (NORTH AMERICA)
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(1.3)
In addition, we target the Retail Energy Service & Supply Companies providing
services to end energy users, and the Regional Transmission Companies
coordinating production and transport of energy between the Retail Energy
Services & Supply Companies, the Power Producers, the Power Marketers, and the
Energy Utilities. We also target providing energy enterprise services directly
to the commercial and industrial customer market segments.
100 MAJOR RETAIL ENERGY SERVICE
& SUPPLY COMPANIES
[GRAPH]
RETAIL ENERGY SERVICE & SUPPLY COMPANIES -- Are both privately-held businesses
and fully separated (deregulated) subsidiaries of energy utilities. Services
offered extend from supplying energy commodity needs through the full
outsourcing of all customer energy management needs, including asset
monetization. Municipal utilities and cooperative utility companies are
expected to continue to offer these and other services to the customer base in
their franchise territory.
COMMERCIAL & INDUSTRIAL
ENERGY USERS
[GRAPH]
COMMERCIAL & INDUSTRIAL ENERGY USERS -- Represent that market segment of
customers consuming approximately 40% of North America's total energy
production. This segment ranges from heavy industrial users such as auto
manufacturing or aluminum production to smaller businesses such as convenience
stores.
*Annual energy spend per facility (Note: Data Centers and Web Hosting/Telecom
Hotels are considered large commercials)
17 REGIONAL TRANSMISSION
COMPANIES
[GRAPH]
REGIONAL TRANSMISSION COMPANIES -- Are the independent service operators
responsible for the operations of the high-voltage power lines, reliability
(security of supply) for energy delivery, and oversight of the wholesale
physical market exchange for capacity and energy.
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INDUSTRY GROUP SEGMENTATION
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THE ENERGY INDUSTRY GROUP IS FOCUSED ON FOUR SEGMENTS.
<Table>
<Caption>
ENERGY INDUSTRY GROUP
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REGIONAL
COMMERCIAL RETAIL ENERGY TRANSMISSION
AND INDUSTRIAL SUPPLY ENERGY UTILITY OPERATIONS
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TYPES OF ENTITIES - Mid-size industrial - National marketer - Investor-owned - Operating now
- Large commercial - Regional marketer utilities - Being implemented
- Mid-size - State and local - Federal agencies - In design
commercial marketer - Large public power
- Small commercial authorities
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SIZE OF INDUSTRY-- $320 B $10 B* $225 B $400 M
US
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NUMBER OF TARGET 250,000 100 250 17
CLIENTS
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</Table>
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BUSINESS ISSUES
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ENERGY INDUSTRY GROUP
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REGIONAL
COMMERCIAL AND RETAIL ENERGY TRANSMISSION
INDUSTRIAL SUPPLY ENERGY UTILITY OPERATIONS
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- - Reduce energy cost - Major growth limiter is - Statutory restructuring - Creation of business
customer acquisition for deregulation and technology
and service costs infrastructures
- - Manage energy risk - Rapid product - Merger and acquisition - Continuing product
and price volatility development and process and IT and services design
launch needed integration and launch
- - Create optionality to - Market gaming
seize incentives monitoring and
analysis
- - Simplify
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ENERGY SERVICE LINES
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OUR SERVICE LINES AND PRODUCTS ADDRESS BUSINESS ISSUES SPECIFIC TO EACH SEGMENT.
<Table>
<Caption>
ENERGY INDUSTRY GROUP
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COMMERCIAL AND RETAIL ENERGY REGIONAL TRANSMISSION
INDUSTRIAL SUPPLY ENERGY UTILITY OPERATIONS
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- -- iQom -- Customer Service -- Customer Service -- Technology and
Delivery Framework Delivery Framework Process Integration
-- $.10-.30 savings Platform
on each dollar -- 20% - 30% -- 20% - 30%
spent on energy reduction in reduction in -- Rapid
customer service customer service implementation
-- Rapid ROI for costs costs
Energy -- Reduced costs
Management -- Reduced credit -- Technology and
Investments and A/R risk Process Integration
Platform
-- Decisioning made -- 4-6 week product
easy launch cycle -- Reduced risk of
transition and rapid
-- Product design integration -- 15%
platform -- 20% reduction in
costs
</Table>
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