Emulex Confidential 11 10GB Ethernet: More than a Big Pipe Donal Madden Emulex 1
Emulex Confidential 2 Emulex Corporate Overview Founded in 1978 Based in Costa Mesa, CA Employees Approx Revenue $399 MM Corporate Facts Fibre Channel SAN Enhanced Ethernet Solutions Converged Networking Network & Fabric Security Host Server Products Speed Discovery Reduce Risk Customer Velocity On Demand IT Business Intelligence Embedded Storage
Emulex Confidential 3 10GbE NAS 10Gb ISCSI 10GbE Phase 1 – Host Based Convergence The 1 st Phase of Network Consolidation will Occur in the Server Rack Ethernet NIC FC HBA Ethernet LAN/WAN Integrated CNA LOM FC SAN
Emulex Confidential 4 Pay-As-You-Grow I/O … Game Changing Capabilities ENTERPRISE VALUE PERFORMANCE & SCALABILITY PAY-AS-YOU-GO
Emulex Confidential 5 Amount of VMs that can run at fixed load VMs running concurrently
Emulex Confidential 6 OneCommand Manager Centralized discovery and management of Emulex adapters –Fibre Channel HBAs –Universal Converged Network Adapters (iSCSI, FCoE, NIC) Uniform, cross-platform management capability General Management Capabilities: –Common feature set across enterprise class OS and server virtualization environments –Centrally update parameters and firmware –Robust diagnostic tools –Automated management Batch mode (GUI) Scripting (CLI)
Emulex Confidential 7 9 of 10 Tier 1 OEMs Picked Emulex for Convergence Picked Emulex for 10GbE Server I/O Picked Emulex for 10GbE Server I/O Unified Fabric Picked Emulex for 10GbE Virtualization Picked Emulex for 10GbE Virtualization Picked Emulex for 10GbE NAS, ISCSI & FCoE Picked Emulex for 10GbE NAS, ISCSI & FCoE
Emulex Confidential 8 10G Ethernet Share – December 2010 Source: Crehan Research Calendar Q report released December 2010, 3Q10 vendor shares, Q TAM, Emulex Q4 actual results 13.8%11.3%8.4%8.6%
Emulex Confidential 9 10G Ethernet PORTS Share (prelim data) Source: Crehan Research Calendar Q report released February 2010 with Emulex March 2011 estimates Emulex is leader in 10GE server connectivity
Emulex Confidential 10 Emulex’s Converged Networking Strategy More Than Doubling Our Addressable Market Within 5 Years Source: Dell ’ Oro Jan 2009 Note: Projected market on a calendar year basis
Emulex Confidential 11 The 10Gb Transition – Cross Over in 2012 Source: Dell’Oro 2010
Emulex Confidential 12 Would you like fries with that?
Emulex Confidential 13 40% Upsell Opportunity Nexus 5548P 32 Fixed 10GE Ports Nexus 5548P 32 Fixed 10GE Ports x32 Switches $34,000 ($17,000 x 2) NIC Cards $20,480 ($640 x 32) Total $54,480
Emulex Confidential 14 Nexus Attach Program Automatic front-end price reduction. No back-end paperwork! Applies to OneConnect 10G NIC & CNA purchased with Nexus switches Program runs through June 2011 Discount Amount = Gross Profit increase OneConnect ModelDescriptionAmount OCe10102-NX 10Gb/s PCIe dual channel NIC – copper $275 OCe10102-NM 10Gb/s PCIe dual channel NIC – optical $500 OCe10102-FX 10Gb/s PCIe dual channel FCoE – copper $425 OCe10102-FM 10Gb/s PCIe dual channel FCoE – optical $650
Emulex Confidential 15 10GbE Deployment Nexus 5548P 32 Fixed 10GE Ports Nexus 5548P 32 Fixed 10GE Ports x32 32 Emulex 10G NIC (OCe10102-NX) –MSRP = –Discount = –Added GP = $8,800 10G Configuration Twin-Ax Copper 10G Configuration Twin-Ax Copper FCoE Configuration SR Optical FCoE Configuration SR Optical 32 Emulex 10G CNA (OCe10102-FM) – MSRP = –Discount = – Added GP = $20,800
Emulex Confidential 16 A Nudge in the Right Direction Emulex 10GbE NIC Programme –50% off NIC program - first 3 units per reseller end user account gets dollars off Emulex SPIF Programme –$30 / $15 on all 10GbE Products Emulex Project Registration –Register the 10GbE adapter projects you are working on and earn a £25 voucher for the 1 st registration and £10 for every subsequent registration NOTE: Resellers must be a member of the Emulex Connect Partner Program to claim the above programs.
Emulex Confidential 17 10GbE Channel Awareness Campaign
Emulex Confidential 18