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© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 1
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 2
Data Center Press Conference
April 8th, 2008
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 3
Welcome
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 4
Data Center Press Conference
April 8th, 2008
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 5
Data Center Press Conference
Edison Peres
Vice President, Worldwide Channels
Cisco Systems, Inc.
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 6
GAAP Reconciliation & Cisco Forward-Looking Statements
During this presentation references to financial measures of the Company will include references to pro-forma financial measures. Cisco provides a complete reconciliation between GAAP and pro-forma financial information on our website at www.cisco.com in the “Investor Relations”section. www.cisco.com/go/gaap_recon
This presentation may contain projections or other forward-looking statements regarding future events or the future financial performance of the Company. These projections or statements are only predictions. Actual events or results may differ materially from those in the projections or other forward-looking statements. Please see the Company’s Annual Report to Shareholders and its filings with the SEC, including its most recent filings on Forms 10-K and 10-Q, each as it may be amended from time to time, for a discussion of important risk factors that could cause actual events or results to differ materially from those in the projections or forward-looking statements.
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 7
Complexity Increasing Partner Reliance
Customer
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 8
Reliability Increases Relevance
rel•e•vance; noun
1: Pertinence to the matter
at hand
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 9
Total Partner Opportunity in Five Years
Huge Growth Opportunity
Cisco Expects to Double its Data Center Revenue over Next Five
Years
Additional Partner Services Revenue
14B$+ =4B$5B$10B$
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 10
Agenda
Data Center Vision: Doug Gourlay
Welcome: Edison Peres
Channels Go-to-Market Strategy: Edison Peres
Acquisition Strategies: Rob Salvagno
Unified Fabric Solution: Soni Jiandani
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 11
Data Center 3.0
Doug Gourlay
Senior Director, Data Center Solutions
Cisco Systems, Inc.
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 12
DEVICESDEVICES INFORMATIONINFORMATION PLACESPLACES
Government Regulation
Business Continuance
Cost Efficiency
Green Strategies
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 13
Business and Market Drivers
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 14
OperationalLimitations
Data Centers Are Under Increasing Pressure
New BusinessPressures
Collaboration SLA MetricsEmpowered User Global Availability Reg. Compliance
Power & Cooling ProvisioningAsset Utilization Security Threats Bus. Continuance
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 15
Centralized
Mainframe
Data Center 1.0
The Evolution of Data Center “Architectures”
IT R
ele
van
ce a
nd
Co
ntr
ol
Application Architecture Evolution
Data Center 2.0
Client-Server and Distributed Computing
Decentralized
Data Center 3.0
Service-Oriented and Web 2.0-Based
Virtualized
Consolidate
Virtualize
Automate
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 16
UnifiedFabricUnifiedFabric
Unified FabricUnified Fabric
Storage NetworkStorage Network
Mgmt Network
Mgmt Network
Back-End Network
Back-End Network
Front-End Network
Front-End Network
BackupNetworkBackupNetwork
Increased Efficiency, Simpler Operations
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 17
Key Benefits of Unified Fabric
Reduce overall DC power consumption by up to 8%. Extend the lifecycle of current data center.
Wire hosts once to connect to any network - SAN, LAN, HPC. Faster rollout of new apps and services.
Every host will be able to mount any storage target. Drive storage consolidation and improve utilization.
Rack, Row, and X-Data Center VM portability become possible.
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 18
Over $1B in Overall Data Center Research
and Development
Cisco Nexus Consists of Multiple Products all
running NX-OS
Cisco® Nexus Delivers a Unified Fabric and I/O for the DC
Cisco Nexus
Infrastructure Scalability
OperationalContinuity
TransportFlexibility
Introducing Cisco Nexus Family: The Network Platform for Data Center 3.0
Over 1513 Patents Pending/Issued on Data Center Technologies
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 19
Rob Salvagno
Senior Director, Corporate Development
Cisco Systems, Inc.
Cisco/NuovaTransaction
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 20
Transaction Announcement
� Acquiring remaining 20%
� Demonstrates Cisco’s Unique Innovation Strategy
� Extends Cisco’s Data Center Capabilities
� Expected Close in Q4 FY08
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 21
Cisco Innovation Strategy - Nuova
� Investment established Cisco/Nuova relationship
� Leveraged the Internally Developed Cisco Nexus Operating System
� Partnerships with VMware, Intel, EMC and others
� Acquisition of remaining 20%
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 22
Cisco Innovation Strategy – Cisco Data Center
Nuova part of Broader Cisco Data Center Innovation
� Internal Development of Recently Launched Nexus 7000 Product, Comprised 4 years and $250M in Internal Development
� Partnership Agreement and Corresponding Investmentin VMware, Leader in Server Virtualization, in August 2007
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 23
Background
� Established investment and relationship in August 2006
� Own 80% of the Company; Received Call Option
� Expanded Scope of Relationship in April 2007
� Invested $70M to date
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 24
Payout Details, Success Based Structure
� Success Based Deal
� Payout Tied to Future Nuova Sales
� Potential Payout Range $10M to $678M
� Balances the Risk for Both Cisco and Nuova
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 25
Nuova Team
Founding Team of Former ex-Cisco Executives and Technology Industry Veterans
� Mario Mazzola (Cisco),
� Prem Jain (Cisco)
� Luca Cafiero (Cisco)
� Soni Jiandani (Cisco)
� Tom Lyon (founder Ipsilon Networks, early Sun employee) and
� Ed Bugnion (co-founder of VMware)
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 26
Unified Fabric DeliveryIntroducing an Innovative Architecture to Simplify Data Center Transformation
Soni Jiandani
Vice President, Marketing
Nuova Systems
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 27
Cisco Unified Fabric: An Innovative Architecture to Simplify Data Center Transformation
Cost-Effective, 10 Gigabit Ethernet Connectivity
Foundation
High Performance Switching
Performance
Data Center Ethernet
Scalability
Fibre Channel over Ethernet
Consolidation
VM-Optimized Services
Virtualization
Standards
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 28
Partner Ecosystem
AdaptersStorage and
ServersVirtualization and
Management Facilities
TM
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 29
Cisco Nexus 5020 Server Access SwitchDelivering Unified Fabric Today
56-Port L2 Switch
� 40 ports 10 Gigabit Ethernet/ FCoE/DataCenterEthernet, fixed
� Two expansion module slots
NX-OS
VFrame, DCNM and Fabric Manager
Ethernet + FC
� 4 Ports 10 Gigabit Ethernet/ FCoE/DataCenterEthernet
� 4 ports 1/2/4G FC
Fiber Channel
� 8 ports 1/2/4G FC
Ethernet
� 6 ports 10 Gigabit Ethernet/
FCoE/DataCenterEthernet
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 30
Implementing Unified Fabric withCisco Nexus Family
10 GbE
10 GbE DCE
Fibre Channel
10 GbEFCoE/DCE
Consolidated I/OServers to Access Layer
Data Center Ethernet / FCoE Links
Cisco Nexus 5000
Preserves ExistingLAN and SAN
Investments
MDSMDSNexusNexusCatalystCatalyst
SAN BLAN SAN ALAN
Preserves ExistingDual SANEnvironments
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 31
Cisco Nexus FamilyThe Business Benefits of Unified Fabric
Reduction of Total Cost of Ownership
Ease of Deployment and Operational Alignment
Increased Business Agility
Consolidation with Investment Protection
Enhanced Business Resilience
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 32
Data Center Channels Go-To-Market Strategy
Edison PeresVice President, Worldwide ChannelsCisco Systems, Inc.
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 33
Data Center Practice Partner Profile
Server Expertise
StorageExpertise
NetworkingExpertise
ServicesExpertise
Application Expertise
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 34
Data Center Partner Enablement
Advanced Data Center Network Infrastructure Specialization V2.0 (DCNI V2.0)
� Nexus 5000/7000
� Catalyst 6500 + Modules
� Catalyst 4900
� ACE Mod/ACE Appliance
� Ethernet Blades
Training:
� Five Roles Associated with Training
� Available June 2008
New!
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 35
Data Center Partner Enablement
Partner Practice Builder
� Validates Investment
� Identifies Gaps
� Generates Step-by-Step Plan
� Navigate through Cisco
Steps-to-Success
� Nexus 7000 Templates
� Data Center 3.0 Support
� New Service Practice Tools
New! New!
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 36
VIP Data Center
Availability
Criteria
Incentive5–10% Back-End Rebate Foundation and Advanced
Premier or Above DCNI v. 2.0 Specialization by December 2008
Must Achieve CSAT Targets
Available in All Theaters Starting VIP 12: August 08–Jan 09
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 37
Summary
Huge Market Opportunity
Large Services Component
Increases Profitability
Increases Partner Relevance
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 38
Q & A
© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 39