1. HP AlphaServerTM Strategy and Directions June 2002

2. business critical systems
new hp overview –
business critical systems
Customer Focus
Streamlined organization
Focused product strategy and development based on customer needs
Portfolio Simplification
AlphaServer systems
at work today
agenda
Market Leadership
So in summary, we hope that this information has provided the proof that HP will be able to focus, simplify, and lead:
Focus on specific markets and solutions where are strengths in business-critical infrastructure will bring the most to bear, and a laser focus on customer satisfaction and investment protection
Simplify our product portfolio and our organization so that we can optimize our short- and long-term investments
Continue to lead the industry, particularly in Itanium-based servers and services-centric utility computing.
But we also recognize that key to our success will be in our ability to execute. We believe that the work of the integration teams over the last 7 months will enable us to hit the ground running and not miss a beat. And in the first 90 days post-merger, we have a comprehensive program to engage directly with all of our top accounts, and communicate frequently.
looking forward

3. enterprise system group (ESG) helps you be successful
enabling you to deploy solutions
for competitive advantage through:
reduced costs
simplified operations
reduced risk
faster reaction to business opportunities
What is the new ESG? We provide business and infrastructure solutions that are developed specifically to meet customers’ business needs, and their unique industry processes.
We also understand that our vast expertise and the combined number of feet we have on the street alone will not let us be successful in this. Sometimes we have the IP and expertise to complete solution ourselves, and in other cases we have the infrastructure and leverage partner expertise and IP. Clearly, we need to work closely with you and your partners to create competitive advantage for your customers. As you will see, partners are a HUGE and very important part of our strategy.
Ultimately our success will be measured by the customers’ ability to exploit their IT environment to create a competitive advantage, and meet their business goals:
reduce costs
with the shifting economy, return on investment and lowest TCO are top of mind
simplify operations
infrastructure has become increasingly complex, diverse, and difficult to manage
reduce risks
high expectations drive the need for always-available customer-facing applications
and in addition, with current international uncertainty security and data protection is top of mind
and doing all of this while simultaneously reacting faster to new business opportunities
businesses that respond most quickly to changing conditions gain competitive advantage
Summary: Businesses that can respond most quickly to these ever changing conditions will create sustainable competitive advantage

4. better solutions for your business
Finance
Manufacturing
Telecom
Healthcare
Transportation
Hospitality
Retail
e-Government
Industry Business Solutions
Cross-industry Business Solutions
Mail / Messaging
CRM
BtoE
ZLE
Technical Computing
Infrastructure Solutions
Business Continuity
IT Resource Virtualization
Manageability
IT Consolidation
Web
Services
Storage
Solutions
Leadership Products
Software
Mobility
Customers
ISS
BCS
Servers
HP works closely with its software partners and leading SIs to provide the strongest cross-industry business solutions, and solutions tailored to specific industry business requirements such as Telecom, Manufacturing, and Financial Services
All ESG solutions are enhanced and differentiated by best-in-class products: server, storage, and software. Further, HP is the leading provider of infrastructure solutions and services, enabling customers to create an IT infrastructure that will serve as an extensible foundation and act as a utility for all their business solutions. HP invests for leadership in virtualization, business continuity, and manageability.
Within the ESG organization are two focused server organizations – ISS (Industry Standard Servers) and BCS (Business Critical Systems).

5. business critical systems
supporting your most demanding business-critical requirements
meeting your needs for:
pervasive management
industry leading multi-OS system management
continuous and secure operation
industry leading solutions from HA to NonStop servers
maximum resource utilization
scale out with industry leading clusters
scale up with best workload management and partitioning
lasting value
market-leading Intel® Itanium™ architecture product roadmap
One Server family, supporting UNIX®, OpenVMS, Windows® /64, Linux® = customer flexibility & investment protection
lowest TCO and maximum ROI
The BCS mission is simple: It is to leverage our market strength and technology leadership to support our customers most demanding business critical requirements.
In order to accomplish this, our strategy is focused in the following 4 areas:
Pervasive management, which is the capability to manage multiple servers and different operating systems in simplified, automatic, and dynamic manner.
Continuous and secure operation. Our strategy is to deliver server products and solutions to satisfy a wide-range of our customers high availability requirements, from the industry's best high availability UNIX, to robust OpenVMS systems, to NonStop fault tolerant servers, plus the services needed for a successful implementation.
Maximum resource utilization: Whether customers need solutions which scale-out using easy-to-manage clusters, or scale-up with powerful workload management and partitioning capabilities, we can help customers make the most efficient use of resources and infrastructure as they grow their business.
Lasting value. Finally, HP is committed to continue to help customers make optimal use of new technology, and our strategy for converging on the Intel Itanium architecture supporting Unix, OpenVMS, Windows/64, and Linux operating systems helps customers not only to meet their requirements for lasting value, but also to maximize investment protection and ROI.

6. business critical systems
product portfolio
best servers for the commercial and HPTC market
processor technology
PA-RISC
Itanium™ processor family Alpha
MIPS®
server platform
HP Servers
HP NonStop Servers
HP e3000 Servers
HP AlphaServer Systems
HP Blade Server
Business Critical Systems combines leading technologies and products from both companies, including the UNIX server business, our fault-tolerant NonStop business, OpenVMS, MPE on e3000’s, and servers for High Performance technical Computing.
operating
system
HP-UX
HP Tru64 UNIX®
HP MPE/ix
Linux®
HP NonStop Kernel
HP OpenVMS

7. delivering a solid foundation for this decade
Alpha systems
delivering a solid foundation for this decade
extending customer value:
building upon unparalleled performance, high availability, and “bullet-proof” operations
leadership clustering technology – the gold standard
vast experience in 10-year chip lifecycle transitions
“virtually unprecedented” levels of guarantees to our customers with AlphaServer customer assurance program
leadership in key market segments such as high performance technical computing and healthcare
HP is already the market leader in UNIX and fault-tolerant servers, and with our commitment to Itanium we will drive the industry’s adoption of the Itanium Processor Family and continue our leadership into the future.
In addition, with the merger, we will be able to continue to enhance HP-UX with industry-leading clustering and single-system image by integrating these Tru64 UNIX capabilities into HP-UX.
We also plan to continue deliver, and increase investment in value-added Linux capabilities and have the best Linux Affinity solution with an enterprise UNIX in the industry.
Our strategy embraces customer choice, and provides a multi-OS focus which enables customers to take advantage of a wide-range of availability, from entry-level UNIX, Linux, or Windows, on up to OpenVMS and NonStop.
And finally, our best in class system management with OpenView support for all platforms will be further enhanced through the integration of simplified cluster management into HP-UX.

8. Delivering technology that enhances business value
the path forward confirmed…
POST-MERGER:
Same – Sell and support AlphaServer systems at least until 2006 and 2011 respectively
Same – aggressive roadmaps for hp AlphaServer systems and hp Itanium® based servers
Same – hp OpenVMS for Itanium®, production release planned for early 2004
Done – first UNIX® operating system for the Intel® Itanium® processor family
Changed
Enhance HP-UX with ‘best’ of hp Tru64 UNIX®!
PRE-MERGER PLANS:
Sell and support AlphaServer systems at least until 2006 and 2011 respectively
A multi-year plan to transition AlphaServer Systems to the Intel® Itanium® processor family
Port OpenVMS to Itanium® platform
Port HP-UX to Itanium® platform
Port Tru64 UNIX® to Itanium® platform
Deliver the best UNIX® on Itanium®-based systems

9. business critical systems
new company overview –
business critical systems
Customer Focus
Streamlined organization
Focused product strategy and development based on customer needs
Portfolio Simplification
AlphaServer systems
at work today
agenda
Market Leadership
So in summary, we hope that this information has provided the proof that HP will be able to focus, simplify, and lead:
Focus on specific markets and solutions where are strengths in business-critical infrastructure will bring the most to bear, and a laser focus on customer satisfaction and investment protection
Simplify our product portfolio and our organization so that we can optimize our short- and long-term investments
Continue to lead the industry, particularly in Itanium-based servers and services-centric utility computing.
But we also recognize that key to our success will be in our ability to execute. We believe that the work of the integration teams over the last 7 months will enable us to hit the ground running and not miss a beat. And in the first 90 days post-merger, we have a comprehensive program to engage directly with all of our top accounts, and communicate frequently.
looking forward

10. Pittsburgh Supercomputing Center
“There is no precedent for this kind of a system at this size.”
Michael Levine Scientific director
PSC
world’s largest terascale computing system dedicated to open scientific research
solution
3,040-processor AlphaServer SC, Tru64 UNIX®, TruClusters with SC enhancements
Compaq’s Custom Systems & Solutions pre-configured systems
“The Terascale system at Pittsburgh presents a major opportunity for going to the next level in scientific and engineering research.”
Ralph Roskies
Scientific director
PSC
benefits
large-scale computational resources - can perform up to six trillion operations per second
enormous bandwidth – vital for scalability
offers scientists the potential for breakthroughs in earthquake modeling, storm-scale weather forecasting, global climate change, protein genomics, etc.
highly manageable and re-configurable environment

11. International Securities Exchange
“OpenVMS is a rock-solid, proven product. It has been battle tested out in the field.”
Danny Friel, CIO
International Securities Exchange
1st U.S. all-electronic options exchange
solution
Compaq OpenVMS multi-site, clustered AlphaServer systems, Compaq Reliable Transaction Router, StorageWorks, Windows NT ProLiant gateway systems
Partner: OM Technology
“We need a technology provider that can adapt with us as we adapt to capacity changes; we need Compaq’s vision for the future.”
Gary Katz, COO
International Securities Exchange
benefits
reliability/availability for transaction confidence - market makers and customers depend on exchange always being there
transaction speed of <.2 seconds - critical for successful operation
scalability - key factor as unpredictable requirements grow
cutting edge technology
ISE opened May 2000 as the first new stock exchange to be recognized by the SEC in more than 20 years. The International Securities Exchange is an all electronic options exchange. ISE trades stock options, and currently trades about 235 products. ISE’s market makers and customers interact from remote locations around the United States and they interact through the technology that they set up in New York and in New Jersey. ISE is the first to combine auction market with the electronics of an electronic trading system.
From ISE Press Release, INTERNATIONAL SECURITIES EXCHANGE GROWS ON SOLID FOUNDATION, issued January 7, 2002: ISE has catapulted to the rank of third largest U.S. options exchange among the nation's five options exchanges during 2001, trailing only the Chicago Board Options Exchange (CBOE) and the American Stock Exchange (AMEX). This measurement is based on total volume transacted in all listed options, equity as well as index products, traded during the final quarter of 2001.
On May 29, 2001, 1 year after launch, ISE traded its 25-millionth contract and its 50-millionth contract on October 3, 2001, doubling its first year's volume in only four months.
By year-end 2001, ISE traded in excess of 72 million contracts since launch.
“Compaq as our technology solution was very important from two aspects. Number one, we needed to go with a technology that we knew was going to be reliable, that was going to be bullet proof, that had years and years of experience running mission critical applications. The second aspect is our ability to grow and be at the forefront at this incredible growth that we're seeing today in the options industry. And the fact that Compaq has always been at the forefront in chip technology and being able to handle very high transaction rates was very important to us and very important to our ability to stay ahead of that growth in the options industry.” Dan Friel, Chief Information Officer
“Well, certainly we see incredible growth in the options industry. And it's important for the ISE to be at the forefront of that growth. Along with that growth comes astronomical transaction rates, and we've got to be able to handle those transaction rates as the industry grows. The processing capacity that we're able to observe within our systems now gives us a lot of confidence that we'll be able to meet those challenges going forward. And the scalability that we've designed into our architecture makes me very confident that we'll be able to partner with Compaq in building a system that will meet the challenges of the future.” Dan Friel, Chief Information Officer
“Speed is critical for an electronic market. Without it there is no savings over a floor based model. To be able to send in your orders and receive confirmation of a trade in under .2 seconds is critical to our success. More importantly, to be able to cancel an order that’s resting on the book in under .2 seconds is critical to the success of the exchange. We need Compaq to be able to deliver that type of turn around time.” Gary Katz, Chief Operating Officer

12. driving the mobile messaging explosion
Vodacom
“Sema, together with Compaq, have allowed us to become very successful in the current SMS arena. We believe that partnering with global expertise we can make our future business even more successful. Currently we do in excess of 300 million messages per month on the Vodacom network. We envisage to double the current monthly totals and exceed those by the end of 2002.”
Eric Valentine, Director Value Added Services, Vodacom
driving the mobile messaging explosion
solution
Short Messaging Service Center (SMSC) Solution based on OpenVMS AlphaServer systems
Partner: SchlumbergerSema
benefits
reliability/availability - the short message service center is the heart of the messaging system
scalability - key factor as unpredictable requirements grow, particularly with exploding mobile messaging growth
performance - volumes of messages must be processed and delivered quickly; some operators reporting messages per second
In the telecommunications market, we are building the solutions that are helping suppliers manage the change to the next generation of overall network capabilities, both in their core infrastructure products and in their business operations. Today, Compaq supports many of the largest telecommunications companies around the globe.
Our solutions are focused on a number of distinct areas within the telecommunications market including the Enhanced Services Market with solutions such as a Short Messaging Solution Center (SMSC). Mobile messaging, including Short Message Service (SMS), Unified Messaging, Multi-Media messaging, and Voice Messaging has exploded in the last several years--particularly SMS.
The GSM Association has reported that monthly global volume of Short Message traffic is growing exponentially and is projected to soar to 100 billion messages by Vodacom, a wireless operator in South Africa, has deployed Compaq and SchlumbergerSema’s SMSC to deliver Short Message Services to Vodacom’s mobile subscribers. Currently, Vodacom is delivering 300 million messages per month and is expecting that to double by the end of 2002.
The SMSC solution that Vodacom deployed was developed by SchlumbergerSema and runs on Compaq OpenVMS AlphaServers.
The SMSC must be scaleable to handle the explosive growth that is happening with mobile messaging. The solution must also be capable of processing these large numbers of messages rapidly and reliably.

13. Acxiom Corporation solution benefits
a global leader in real-time, multi-channel Customer Data Integration and customer recognition infrastructure
“Acxiom is growing very fast and we’re implementing new systems all the time. It’s clear to us that Compaq commits to our success, and helps provide a strong technology foundation for our business.”
Greg Cherry
Technical Systems Leader
Acxiom Corporation
solution
AlphaServer systems, including GS160, GS320 and ES40 systems
Tru64 UNIX® and TruClusters, StorageWorks
Partner: Oracle®
benefits
faster queries of complex requests when intelligently “mining” prospects for clients
stay ahead of demand with the processing power of AlphaServers’ linear scalability
lowest total cost of ownership given high quality UNIX® environment on a standardized platform
Acxiom is an international data marketing company that provides information on companies and individuals to blue chip and multi-national firms. Acxiom is a Compaq Value Added Reseller (VAR) that delivers custom data warehouses and decision-support systems for its customers.
Currently, Acxiom manages over 900TB of information. This includes lifestyle, demographic and socioeconomic data pertaining to consumers in over 96 percent of all U.S. households.
Large databases are the heart of Acxiom Corporation's business. The company has over 700 terabytes of consumer data which the company uses to compile and enhance prospect lists tailored to a client's exact specifications. Acxiom's clients ask for extremely complex queries against this data and expect to get answers promptly. These customer demands drove Acxiom to move from mainframes to high-processing computer systems including AlphaServer systems running Tru64 UNIX with a wide array of StorageWorks by Compaq products.
Acxiom needed a very reliable, scalable, cost-effective platform that could provide a high performance level of service suitable for high-speed demand transaction-processing. In addition, Acxiom needed a multi-vendor storage solution.
As a Compaq Value Added Reseller, Acxiom has deployed more than 450 AlphaServers, including AlphaServer GS160, GS320, GS140, 8400, 4100, 4000 and ES40 systems running Tru64 UNIX for its clients. The company is using TruCluster for UNIX and for database applications including ORACLE8, Oracle Parallel Server, the SAS System and SyncSort.
Acxiom has also implemented a StorageWorks RAID Array 8000 by Compaq, Enterprise Storage Array by Compaq and several other key storage products within its environment. Acxiom has 400 terabytes of StorageWorks by Compaq.

14. Joint STARS - new era in airborne surveillance
U.S. Air Force
“By using commercially available computer systems, we are able to provide the customer with increased reliability, advanced technologies and increased processing power, all while achieving the original goal of the program - to provide lower cost per aircraft.”
Frank Moore
Vice President
Northrop Grumman
Joint STARS - new era in airborne surveillance
solution
20 Compaq OpenVMS AlphaServer ES40CV systems per aircraft, plus ground support, Compaq CustomSystems & Solutions
Partner: Northrop Grumman
benefits
world’s most advanced airborne surveillance and target acquisition system
provides real-time, accurate information about vehicles on the ground and slow-moving aircraft
commercial off-the-shelf (COTS) computer technology vs highly specialized, customized systems - maximizes operational availability & mission reliability

15. what did these customers have in common?
competitive success factors:
dependability
no time for downtime
scale
growth without disruption
integration
confidence that it all works together
time
information in seconds, not hours
trust
sharing the vision for success

16. extending customer value with HP AlphaServer systems
Infrastructure Solutions
Leadership Products
Cross-Industry Business Solutions
Industry Business Solutions

17. the foundation manageability performance high availability growth
Leadership Products
HP AlphaServer Systems
HP OpenVMS
HP Tru64 UNIX®
storage
the foundation
How are we able to help you compete more effectively?
By delivering global, industry-leading IT solutions that combine hardware, software, services, and expertise from HP and partners to solve your business problems
We provide technologies and solutions on which you can create a foundation for competitive advantage
Businesses that can respond most quickly to ever changing conditions have competitive advantage
Consumer expectations drive the need for your customer-facing applications to be always available
With the shifting economy, return on investment and lowest TCO are top of mind
Infrastructure has become increasingly complex and diverse and difficult to manage
Due to international uncertainty, security and data protection are key
You must respond quickly to changing conditions gain competitive advantage
High expectations drive the need for always-available customer-facing applications
ROI and TCO are also top concerns in a shifting economy
Infrastructure has become increasingly complex, diverse, and difficult to manage
Data protection and security is mandatory, but often overlooked
manageability
performance
high availability
growth
Infrastructure Solutions
Infrastructure Solutions
Leadership Products

18. BCS leadership system roadmaps02 03 04 05
HP Server/PA-RISC
PA-8800
PA-8900
HP Server/Itanium™-based
HP AlphaServer
EV7
EV79
HP NonStop Servers
MIPS®
ItaniumTM
HP Server/PA-RISC
deliver leading PA-RISC servers based on existing roadmaps
provide compatibility with PA-RISC servers and support HP-UX, Linux®, Windows®/64, and OpenVMS
HP Server/Itanium™-based
Our strategy is to converge our server roadmaps on Itanium, supporting HP-UX with Tru64 UNIX features, Linux, Windows/64, and OpenVMS. We will also provide compatibility with our pa-risc family of servers.
For our PA-RISC family, will intend to protect customers’ investment through inbox upgrades, and we plan long-term support for five years after the last pa-risc server sale.
For our AlphaServer customers, we will deliver the planned roadmap, including EV7 and EV79-based systems, and provide sales as long as there is customer demand, at least through 2006 with ongoing support until at least We will also protect our customers’ investment through best-in-class migration and upgrade programs.
Finally, for our NonStop customers, we remain committed to delivering our roadmap and continue to drive market leadership in nonstop computing with a focus on the total customer experience.
deliver on published roadmap, planned sales at least until 2006, with support at least until 2011
HP AlphaServer
HP NonStop Servers
published roadmaps remain unchanged
no change to existing server roadmap commitments

19. hp AlphaServer roadmap02 03 04 05
HP AlphaServer
HP AlphaServer GS
EV68 (1-32p) EV7 (8-64p)
EV79
ongoing sales and support
HP AlphaServer ES
EV68 (1-4p) EV7 (2-8p)
EV79
HP AlphaServer DS
EV68 (1-2p)
deliver HP AlphaServer systems according to published roadmap, including EV7 and EV79-based systems
Sales at least until 2006, with support at least until 2011
protect customer investment through “best-in-class” migration program
flexible upgrade paths, allowing customers to move when ready

20. HP AlphaServer roadmap—committed to excellence
manageability
easy to use platform management utility
partitioning
integrated remote console, Smartstart & HP Insight Management
comprehensive and easy to use system management across product family
performance
1.2 GHz EV7 CPUs
70 SPECint95, 160 SPECfp95
22K Uni-processor
Memory Latency = 60ns
3.2GB/sec/CPU Peak I/O bandwidth
extremely powerful SMP UNIX® server
high availability
hot-pluggable: CPUs, memory, disks, power supplies, fans, PCI options
ECC cache, memory, links
raid memory
automatic server recovery
dynamic partitioning
pre-failure warning on disks, CPUs, and memory
clusters and partitions
built-in uptime optimization features
growth
2P > 8P > 128P EV7 CPUs
dynamic partitioning
up to 32GB per CPU
customer installable CPUs and memory
I/O: PCI, PCI-X, AGP 4X, AGP-PRO
start with what you need and grow ...

21. previewing the new HP AlphaServer series
program is right on track!
family-wide
capabilities
partitioning
clustering
dynamic multi-path I/O
integrated server management
“on demand” capabilities
Tru64 UNIX®, OpenVMS and Linux support
RAID memory
limitless I/O
AGP graphics
enterprise RAS
2-8P
64GB
72 I/O Slots
8-64+P
½TB/1TB
768 I/O slots 2P
16GB
22 I/O slots

22. converging on the Itanium™ processor family
the right choice:
Volume Economics
More Developers, Apps, Solutions
Greater R&D, Investment, Re-Investment
Lower TCO… Greater $/Performance
Faster Innovation
Choice
Flexible + customized solutions
Confidence
Long term computing infrastructure
Investment Protection
Leading
Ecosystem
Vendors
(Intel-based Solutions)
>$19.0B1
2000 R&D Spending ($B)
Don’t focus on the numbers, just the scale……….huge investment by the industry in IA. You should fall short of saying that SUN is up a blind alley but you should have the audience get the idea…….might want to mention IBM Power too.
Note: didn’t include NEC R&D as in 1999 info
Comparing the R&D spending for Intel, Msft, Cpq, Dell, HP, IBM, & SGI to that of Sun…. it’s readily apparent once again that the horizontal industry enables the overall market to grow and win. The difference is even great when one considers that the Horizontal Industry brings more developers, applications, and solutions as well as R&D investment/re-investment. This leads to lower TCO and cost of deployment as well as greater $/perf. The result is faster innovation and for the customer the best choice possible of flexible and customized solutions to meet their business needs. History shows it’s the winning strategy so customers can be assured their investments are protected and they can be confident and assured of the long-term viability and industry support of their computing infrastructure.
Sun
$1.6B
1: 2000 R&D spending for Intel, Microsoft, Compaq, Dell, HP, SGI & IBM; Source: Annual Reports
Source: Intel® Corporation

23. hp OpenVMS roadmap HP OpenVMS 02 03 04 05 HP AlphaServer
EV7 support
V7.3.x
OpenVMS on Itanium™ early developers kit
V7.3.x.next
EV79 and
Itanium™-based full support
Itanium™-based HP server
Continued functional releases on Itanium™-based servers
no change to AlphaServer existing plan of record
continued enhancement, full support for EV7 and EV79 systems
sales at least until 2006, with support at least until 2011
OpenVMS for Itanium™-based servers
initial developers’ kit V7.3.x in 1H 2003
full support in V7.3.next in 1H 2004
full set of OpenVMS layered products will be ported
migration tools and services
full set of tools/services to support ISVs and customer transition to Intel® Itanium™ architecture
migration programs for transition to HP-UX on Itanium™-based servers
investment protection through AlphaServer Customer Assurance Program
HP OpenVMS
With an installed base of 411,000 systems, OpenVMS remains important to the new HP. The core of the OpenVMS strategy and roadmap is unchanged. We plan to continue delivering enhancements to OpenVMS to support future AlphaServer systems based on EV7 and EV79, and will continue to sell OpenVMS on AlphaServer systems as long as there is customer demand, at least until 2006, with ongoing support for at least 5 years after that, or until 2011.
In addition, OpenVMS is being ported to Itanium, thus providing a stable and long-term path for customers. This port is already well underway, with a target availability for early developers in 2003, and a full production version in We are also working very closely with our ISV software partners and our goal is to have 100% of our existing partners port to Itanium.
We are committed to enable customers to move on their own schedule and to make the transition as seamless as possible. Existing OpenVMS applications will run on the new servers with little or no modification. To help facilitate this, we will provide source compatibility for OpenVMS applications, and where sources are not available, binary compatibility as well.

24. HP OpenVMS port to Itanium™ architecture well underway
full port of OpenVMS to Itanium™ architecture in process
investigation and planning phase complete
engineering teams staffed and committed
clear path to achieving first boot in H2 2002
development tools begin rolling out in 2003
excellent progress on migration planning for the OpenVMS application portfolio
full suite of hp layered software products that run on OpenVMS V7.2x will be transitioned. Exception: mature products and end of life already announced.
proactive engagement with strategic ISVs have resulted in nearly 100 percent agreement to port
source compatibility for existing applications
binary translation if sources no longer available
Partner FastTrack Program
early characterization of ISVs’ and customers’ porting efforts by hp experts

25. (with Tru64 enhancements)
building on a strong foundation
HP-UX 11
#1 rated UNIX platform per Gartner’s Application Server Evaluation Model
#1 rated UNIX in Gartner’s High-Availability Systems Model (SAP)
Innovative virtual partitioning capability
HP shines in UNIX resource management—DH Brown
Tru64 UNIX®
#1 in clustering capability
#1 in file and storage management
#1 in high availability/RAS
#1 in high-performance computing market
HP-UX
(with Tru64 enhancements)
industry’s best
enterprise UNIX®
Given our combined strengths in the UNIX market, you will be able to take advantage of leadership functionality and performance as well as support by a very large base of market-leading ISVs and applications. We plan to continue to offer the best UNIX in the industry as we integrate leading features of Tru46 UNIX into HP-UX.
DH Brown, IDC

26. customer value—investment protection and a better HP-UX
UNIX® operating system roadmap
(HP-UX and HP Tru64 UNIX®) 02 03 04 05
11.20
11.22
McKinley
11i
RAS
Internet Web
Directory/Security
Scalability
Manageability
HP-UX
11.23
Begin the migration
11.23T
Scalability/Mgmt
TruCluster
AdvFS (16 TB)
Migration tools Phase II
Common System Mgmt
11.30
Self tuning, self adapting vertically and horizontally
HP-UX with
Tru64 UNIX® features
Migration tools Phase I
Common System Mgmt
As you can see, the future of HP UNIX lies in HP-UX. HP’s strategy is to offer the industry’s leading UNIX on the Itanium Processor Family, and converge both our PA-RISC-based HP-UNX customers and our Tru64 UNIX AlphaServer customers on an enhanced version of HP-UX on Itanium
We will integrate the “best technology” from Tru64 UNIX into HP-UX on Itanium, including TruClusters, the Advanced File System, and other areas to be determined.
This will offer a strong enhancement for current HP-UX users moving to Itanium
We will provide safe & easy migration for Tru64 UNIX customers, including porting tools, common environment and APIs, etc
Initial development kits will be available in late 2003, with a product release (11.23T) in 2004
In addition, we are planning to implement migration tools which will assist customers and ISVs in moving their applications and data from Tru64 UNIX to HP-UX. Starting now and throughout the year we will be offering Architectural workshops, whitepapers, and other services to assist customers in beginning their planning. In 2003 we will focus on API-level tools such as Porting Assistants to help in assessing source level compatibility. Late in 2004, we will look to add compiler-level tools and dialect compatibility.
Continuity & investment protection for both PA-RISC and Alpha customers
Deliver on Tru64 UNIX and AlphaServer roadmap and help customers migrate successfully
Offer Tru64 UNIX on AlphaServer based on customer demand at least until 2006 with on-going support at least until 2011
HP Tru64 UNIX®
Wildcat
Scalability
System Mgmt
Vail
Common System Mgmt
Utah *
* Sales thru at least 2006, support thru at least 2011
customer value—investment protection and a better HP-UX

27. HP Tru64 UNIX® product migration tools roadmap02 03 04 05
HP-UX
11.20
11.22
11i
11.23
11.23T
11.30
HP-UX with Tru64 UNIX® features
initial HP-UX
migration tools:
architectural workshops
whitepapers
porting guide
updated porting assistant tool for C, C++, Fortran™
API Extensions & Compiler Compatibility
Analysis tools
HP OpenView agent
compiler dialect compatibility for Tru64 UNIX ®
mixed environment system management support (CIM)
migration tools
and support
industry leading UNIX on Itanium Processor Family
Integrate “best technology” from Tru64 UNIX into HP-UX (TruClusters, Advanced File System)
Enhancement for current HP-UX users
Provide safe & easy migration for Tru64 UNIX customers -- porting tools, common environment and APIs
Continuity & investment protection for both PA-RISC and Alpha customers
Deliver on Tru64 UNIX and AlphaServer roadmap and help customers migrate successfully
Sell Tru64 UNIX on AlphaServer based on customer demand at least until 2006 with on-going support at least until 2011
HP Tru64 UNIX®
“Wildcat”
V5.“Vail”
“Utah” *
* Sales thru at least 2006, support thru at least 2011
HP Restricted

28. Most Tru64 UNIX® applications already available on HP-UX today
hp Tru64 UNIX®
Applications
HP-UX PA-RISC
Applications
Most Tru64 UNIX® applications already available on HP-UX today
Specific Tru64 UNIX® only applications mainly in HPTC and Telecom markets
Many ISVs already committed to ongoing support of hp AlphaServer Tru64 UNIX® and/or OpenVMS platforms and a transition to Itanium®-based systems
Key to ensuring a smooth transition for you our customer is making sure the ISVs that are most critical to you are supportive of our strategy and committed to work with us as we transition to future platforms. To that end, both companies have put in place comprehensive programs and services to help ISVs make a smooth transition.
We are in a very strong position with our ISVs across all of our platform areas. Our strong base of HP-UX ISVs will benefit from having a merged UNIX which integrates the best technology from Tru64 UNIX with minimal disruption tot their development; likewise, our Tru64 UNIX ISVs will have a strong platform for the future with HP-UX – in fact, many of these ISVs already support HP-UX.
Both our OpenVMS partners and our NonStop partners have already expressed strong support for our plans to move to Itanium, and HP’s re-endorsement of that strategy will help ensure our ISVs stay with us through the transition.
Actual company and product names mentioned herein are the trademarks of their respective owners.

29. focused solutions Industry Business Solutions Finance Healthcare
E-Government
Telecom
focused solutions
Infrastructure Solutions
Leadership Products
Cross Industry Business Solutions
Industry Business Solutions
How are we able to help you compete more effectively?
By delivering global, industry-leading IT solutions that combine hardware, software, services, and expertise from HP and partners to solve your business problems
We provide technologies and solutions on which you can create a foundation for competitive advantage
Businesses that can respond most quickly to ever changing conditions have competitive advantage
Consumer expectations drive the need for your customer-facing applications to be always available
With the shifting economy, return on investment and lowest TCO are top of mind
Infrastructure has become increasingly complex and diverse and difficult to manage
Due to international uncertainty, security and data protection are key
You must respond quickly to changing conditions gain competitive advantage
High expectations drive the need for always-available customer-facing applications
ROI and TCO are also top concerns in a shifting economy
Infrastructure has become increasingly complex, diverse, and difficult to manage
Data protection and security is mandatory, but often overlooked
Finance: capital markets; retail banking; wholesale banking; finance applications in non-financial accounts
Healthcare: enterprise information management; clinical systems; financial & operational management systems; decision support systems
E-government: US federal government; military agencies; automated lotteries
Telecom: business support systems; network elements & platforms; messaging & payment; mobility; operations support services
Infrastructure Solutions

30. business critical systems
new company overview –
business critical systems
Customer Focus
Streamlined organization
Focused product strategy and development based on customer needs
Portfolio Simplification
AlphaServer systems
at work today
agenda
Market Leadership
So in summary, we hope that this information has provided the proof that HP will be able to focus, simplify, and lead:
Focus on specific markets and solutions where are strengths in business-critical infrastructure will bring the most to bear, and a laser focus on customer satisfaction and investment protection
Simplify our product portfolio and our organization so that we can optimize our short- and long-term investments
Continue to lead the industry, particularly in Itanium-based servers and services-centric utility computing.
But we also recognize that key to our success will be in our ability to execute. We believe that the work of the integration teams over the last 7 months will enable us to hit the ground running and not miss a beat. And in the first 90 days post-merger, we have a comprehensive program to engage directly with all of our top accounts, and communicate frequently.
looking forward

31. BCS portfolio simplification summary
today
future
processor technology
PA-RISC
Itanium™ processor family
Alpha
MIPS®
server platform
HP Servers
HP NonStop Servers
HP e3000 Servers
HP AlphaServer Systems
HP Blade Server
operating system
HP-UX
HP Tru64 UNIX®
HP MPE/ix
Linux®
HP NonStop Kernel
HP OpenVMS
HP-UX (with Tru64 features)
Windows® /64
We plan to offer a significantly simplified long-term product roadmap
We will focus on a single processor architecture, Intel Itanium architecture
We will simplify server product line offerings into two, HP Servers (Itanium-based) and fault tolerant NonStop servers (Itanium-based), with ongoing support for our installed base of customers running AlphaServer Systems
We will maintain market leadership with 3 strategic operating systems:
HP-UX which includes the best of Tru64 UNIX (TruCluster and AdvFS)
Added-value Linux
Windows/64
In addition, HP will continue offering the NonStop Kernel and OpenVMS operating systems for specific target markets and customers.

32. hp server migration roadmap at a glance
pre-merger
the new hp
IA-32 servers
ProLiant DL, ML, BL platforms
NetServer IA-32
HP Blade servers
extend leadership in ProLiant DL, ML, and BL platforms
HP Blade server line for opportunities in telecom deployments
Itanium™-based servers
HP Server rx4610/rx9610
ProLiant DL/64 servers
single Itanium™-based server family roadmap delivered jointly by ISS and BCS
business and infrastructure solutions
RISC
HP PA-RISC servers
Compaq AlphaServer Systems
invest in HP PA-RISC Servers to win new business and provide customers with an in-the-box upgrade to Itanium™ processor
invest in HP Alpha Server Systems to complete the roadmap for current and new customers and provide a smooth migration to Itanium™
This slide is a server roadmap summary slide.
At the time of the merger the new HP has a wide variety of servers running different operating systems. Moving forward into the future, HP’s server product lines consolidate around the IA-32 and ItaniumTM architectures in three product lines, the ProLiant line (based on IA-32), the HP Server line (based on ItaniumTM, and running HP-UX, Linux, Windows/64, and OpenVMS) and the NonStop fault-tolerant line (based on ItaniumTM)
As previously announced, AlphaServer Systems will continue to be sold and supported for many years to come, giving customers the ability to migrate on their own timetable
The new HP offers the most comprehensive server portfolio in the market from entry-level IA-32 to NonStop servers.
The new HP simplifies the server offerings in a non-compromise way, offering customers a clear choice of servers and operating systems.
HP remains committed to long-term customer satisfaction and investment protection
fault tolerant
HP NonStop Itanium™-based servers
Compaq NonStop servers
HP NonStop servers

33. HP AlphaServer customer assurance program—
for a smooth transition
guarantee available for customers who purchase new AlphaServer systems expecting to transition to Itanium™-based systems
money back customer satisfaction guarantee on Itanium-based systems
financial assistance and protection with attractive leasing
guaranteed trade-ins for hardware and software
transition support with Itanium-based systems purchases
workshops, white papers, toolsets, technical resources, Worldwide Expertise Centers
With the introduction of the first Itanium based servers, HP introduced the Customer first program. Customer first program is an investment protection program that builds the bridge between 1st generation Itanium servers and workstations and 2nd generation Itanium servers and workstations.
Late last year, Compaq introduced the AlphaServer Customer Assurance Program, which has garnered widespread recognition in the industry as being “virtually unprecedented”
It is designed to assure customers who are purchasing AlphaServer Systems today that they will be able to leverage this investment in the future as they move to Itanium.
Innovative elements include money-back satisfaction guarantees, guaranteed trade-ins, attractive leasing, and even free services such as Architectural Workshops.
HP intends to continue with this program, and enhance it over time with new options based on other existing HP programs already available, such as the hp Customer First Program.

34. keeping a pulse on… Business Challenges Industry Trends
standards-based architectures
web services (J2EE and .Net)
virtualization of computing resources
collaborative architectures enabling B2B
more users doing more with mobile and wireless applications
Business Challenges
Industry Trends
continued pressure to do more with less
balancing IT spending with even higher user performance / service delivery expectations
better alignment of business and IT
continued pressure to reduce debt, get more out of IT investments / installations
prioritizing IT projects to include moving from high to continuous availability

35. sharing your vision for success today and in the future
imagine how HP can help you invent new solutions in the future for:
today in the future
interactive patient care paperless hospital
short messages service integrated mobile content (web access, music, office apps)
electronic exchanges expansion and integration with mobile services
Defense surveillance extending this technology to private sector (facial recognition, monitoring devices, etc)
unprecedented patient care – paperless hospitals
mobile devices providing rich content data – for web access, music etc. – anytime, anywhere
a more secure world – state of the art surveillance and tracking