EX-1
from DFAN14A
5 pages
Acxiom’s Roic on Par With It Management / Outsourcing Providers Despite Only 25% of Sales From This Segment. According to Acxiom’s Financial Statements for Years 2001 Through 2005, Approximately 75% of Acxiom’s Revenues Are Derived From Database Marketing Services, and Approximately 25% of Revenues Are Derived From Outsourcing/It Management Services. as Indicated in the Graphs Below, the Database Marketing Services Peer Group Generates Returns on Invested Capital (Roic) That Are Substantially Higher Than the It Management/Outsourcing Peer Group. if Acxiom Generated Returns-On- Investment Similar to Its Peers in the Database Marketing Services Sector, Where It Earns the Vast Majority of Its Revenue, We Believe That Its Consolidated Roic Would Be Substantially Higher Than It Has Been During the Past Five Years. as the Two Graphs Below Indicate, Over the Past Five Years, Acxiom’s Capital Spending as a Percentage of Revenue and Returns on Invested Capital More Closely Resemble Its Peers in the It Management Services Sector Even Though Only 25% of Its Revenues Are Derived From Those Business Lines
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EX-1
from SC TO-C
5 pages
Acxiom’s Roic on Par With It Management / Outsourcing Providers Despite Only 25% of Sales From This Segment. According to Acxiom’s Financial Statements for Years 2001 Through 2005, Approximately 75% of Acxiom’s Revenues Are Derived From Database Marketing Services, and Approximately 25% of Revenues Are Derived From Outsourcing/It Management Services. as Indicated in the Graphs Below, the Database Marketing Services Peer Group Generates Returns on Invested Capital (Roic) That Are Substantially Higher Than the It Management/Outsourcing Peer Group. if Acxiom Generated Returns-On- Investment Similar to Its Peers in the Database Marketing Services Sector, Where It Earns the Vast Majority of Its Revenue, We Believe That Its Consolidated Roic Would Be Substantially Higher Than It Has Been During the Past Five Years. as the Two Graphs Below Indicate, Over the Past Five Years, Acxiom’s Capital Spending as a Percentage of Revenue and Returns on Invested Capital More Closely Resemble Its Peers in the It Management Services Sector Even Though Only 25% of Its Revenues Are Derived From Those Business Lines
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EX-1
from SC 13D
1 page
<page> Exhibit 1 Joint Filing Agreement the Undersigned Parties Hereby Agree That the Schedule 13d Filed Herewith (And Any Amendments Thereto) Relating to the Common Stock of Insurance Auto Auctions, Inc. Is Being Filed Jointly on Behalf of Each of Them With the Securities and Exchange Commission Pursuant to Section 13(d) of the Securities Exchange Act of 1934, as Amended. Valueact Capital Partners L.P., By: Va Partners, L.L.C., Its General Partner /S/ George F. Hamel, Jr. By: Dated: February 16, 2001 George F. Hamel, Jr., Managing Member Va Partners, L.L.C. /S/ George F. Hamel, Jr. By: Dated: February 16, 2001 George F. Hamel, Jr., Managing Member /S/ Jeffrey W. Ubben Dated: February 16, 2001 Jeffrey W. Ubben /S/ George F. Hamel, Jr. Dated: February 16, 2001 George F. Hamel, Jr. /S/ Peter H. Kamin Dated: February 16, 2001 Peter H. Kamin
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