11
GTDC INVESTOR RELATIONS CONFERENCE

Bell Microproducts Presentation - Don Bell

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11GTDC INVESTOR RELATIONS CONFERENCE

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Safe Harbor Statement

In this presentation we discuss our expectations about our semiconductor and computer products and future customer prospects for this year and beyond. These statements are forward-looking within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and are subject to risk and uncertainties. Actual results could differ materially from any future performance suggested herein. Among the factors that could affect the final results for the current and future periods are the impact of competitive products and pricing, integration of acquired operations, reductions in or cancellation of customer orders, changes in relationships with suppliers, product mix sold by the company and other factors described in the company's most recent periodic filings with the Securities and Exchange Commission. Investors should take such risks into account when making investment decisions. Furthermore, investors and other readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date on which they are made. The company undertakes no obligation to update publicly or revise any forward-looking statements.

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Bell Micro Offers Complete Storage Solutions

The industry’s most comprehensive storage products offering card

Unique in Industry…Breadth of storage offerings is our focus…$50B niche

Components all the way thru Enterprise SAN’s BELM is the industry “Storage SuperSTORE”

Strong Pre-Sales and ongoing Tech Support 500 people dedicated to storage solutions, another 600 dedicated to

storage components and peripherals, and 300 support personnel

Pre-sales, Assessments, Design, Architecture, Implementation, Project Management

Emphasis on providing a complete storage solution

Positioned as a major storage supplier in North America, Latin America, and Europe

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Data will grow from 17 Exabytes in 2002 to 180 Exabytes in 2006Disk storage is inexpensive and getting cheaperFibre Channel is the accepted storage networking technologyOver 70% of the storage market will be networked within the next four yearsDAS is transitioning to SAN and NASSAN and NAS are convergingVirtualization will become more prevalent from 2004 onMost SAN growth will come from the SMB market 0 to 500 seats will make up 60% of the SAN market

Fundamentals Driving Our BusinessThe Storage opportunity

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Channel Strategic Vision

Future is in value-add, with focus and specialization

Broadline distribution is being challenged by OEMs (e.g. DELL)

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Enterprise Strategic Vision

Components(Seagate, WD, Intel, Samsung)

Branded Products(HP, EMC, HDS, STK, IBM, BRCD)

Vertical Markets/Geographic Expansion(HC, AV, Digital Services, Countries)

Services(Pre-sales, Design, Installation, Maintenance)

Total Solutions(HA, DR, Back-up, Ent.SAN’s)

OEM’s and Enterprise VARs

Vertical VAR’s

VAR 2000

System Builders

Va

lue

Ad

d

(Products Total Solution)

77

Line Card ExpansionAligned with the Storage Systems Leaders

                                              

                                          

                                          

                                              

88

Aligned with Industry Leaders

                                                           

                             

99

Strong growth in sales 1999: $1,058 MM 2000: $1,804 MM 2001: $2,007 MM 2002: $2,105 MM Q1 2003: $533 MM

EPS 1999: $0.65 2000: $1.05 2001: ($0.29)* 2002: ($0.15)* Q1 2003: ($0.14)*

* pro forma

Bell Microproducts Sales($million)

$0$200$400$600$800

$1,000$1,200$1,400$1,600$1,800$2,000$2,200

1995 1996 1997 1998 1999 2000 2001 2002

Bell Microproducts EPS

-$0.50

$0.00

$0.50

$1.00

$1.50

1995 1996 1997 1998 1999 2000 2001 2002

MetricsStrong Growth

1010

Providing the most comprehensive storage products and solutions in the industry! Components (drives, peripherals, and assemblies) Custom Integrated Storage SAN, NAS, FC, RAID, and complementary products Complete end to end storage solutions

Offering extensive support services Pre-sales support (technical hotline, configurations..) In-field knowledgeable technical account managers Post-sales technical support Extensive marketing programs

• Seminars, telemarketing, certification, training Selected post sale billable services

Positioned to grow exponentially

We are “The Storage SuperSTORE”

1111www.bellmicro.com