1. Avnet Technology Solutions About the Global Organization Q4 FY08

2. About the Global OrganizationTS
Avnet Technology Solutions
About the Global Organization 2

3. TS Global: Mission To lead our industry
in growth, innovation, value and effectiveness
in such a way that it ensures we are an indispensable element
of our suppliers’, customers’ and employees’
success and future dreams.
The TS global mission statement.

4. G I V E TS Global: Mission GROWTH INNOVATION VALUE EFFECTIVENESS
The TS global mission statement.

5. TS Global: What We Do
Avnet Technology Solutions markets and sells enterprise and embedded technology products from the world’s premier computer manufacturers and software suppliers, as well as the services and solutions required to implement them efficiently and effectively.
Our relationships with diverse technology suppliers, including well-established leaders and emerging market innovators, coupled with our rich services portfolio, help our partners reach new markets and new customers.
With the support of more than 2,700 TS professionals around the globe, our partners become part of a worldwide network that enables them to profit from high-growth opportunities faster and with less investment, wherever they choose to do business.

6. TS Global: Locations AMERICAS EMEA ASIA PACIFIC
Canada
Mexico
United States
EMEA
Austria
Belgium
Czech Republic
Denmark
France
Germany
Hungary
Ireland
Italy
Netherlands
Poland
Portugal
Romania
Slovakia
Spain
Sweden
Switzerland
United Arab Emirates
United Kingdom
ASIA PACIFIC
Australia
China
Hong Kong
India
Indonesia
Malaysia
Nepal
Singapore
Sri Lanka
Taiwan
Thailand
Vietnam
Represents the countries in which Avnet Technology Solutions has physical locations; may not necessarily reflect all the countries into which Avnet Technology Solutions sells or distributes products and services.

7. TS Global: World-Class Suppliers
TS Global Commodity Mix (Q408)
TS Global Supplier Revenue Mix (Q408)
Top 5 Suppliers = 71% of Revenue
These logos were selected as a cross section view of our supplier relationships spanning our various customer types, solutions, technologies and geographies. If you are presenting to a specific audience segment and would like to insert or replace logos to better match your messaging, you may. Please use approved suppliers logos of proper size and resolution.
TS Global Commodity Mix pie chart – Note the reference to industry standard servers and midrange servers. In FY06, midrange servers accounted for 75% of all servers sold. By the following year, that had dropped to 68%. The trend is clear.
TS Global Supplier Revenue Mix pie chart – More than 87% of our business is represented by just 10 industry-leading technology suppliers, allowing Avnet Technology Solutions to enjoy a depth of knowledge about each that is unsurpassed in the industry.

8. TS Global Revenue by Region (Q408)
TS Global Snapshot
> 2,700 employees around the world (not including support and logistics functions)
#1 or #2 market share with the majority of our top suppliers
Largest global value-added technology solutions distributor
Locations in more than 30 countries in the Americas, EMEA and Asia Pacific
TS Global Revenue
TS Global Revenue by Region (Q408)
If you’re looking for a single slide to describe Avnet Technology Solutions, consider this one.

9. TS Global: The Opportunity
Avnet Technology Solutions Global
$7.63 billion revenue
(FY08)
Technology Solutions Distribution
DTAM = $145 billion worldwide (Distribution Total Available Market)
TAM = $855 billion worldwide
(Total Available Market)
An expected 6.5% increase over 2007
What comprises the TAM and DTAM numbers?
The TAM numbers we use in our reports are made up of forecasts for the major product categories sold by TS:
Networking
Enterprise servers
Networking storage subsystems
Application & infrastructure software
Professional IT services (IT consulting, deployment, integration, help desk, operations services)
Microprocessors
Non-monitor & non-TV flat panel displays
Non-PC computer boards
Disk drives
This is a customized set based on input from TS’ leadership team. There is no global organization that tracks this particular TAM set.
For the TS DTAM, the Avnet Business Intelligence Office usually uses a top-down multiplier of 24% (TAM x 24%).  Again, there is no global organization that tracks DTAM.
The TAM for all the products and services sold by Avnet, Inc. as a whole is $1.2 trillion.

10. TS Global: Strategic Imperatives
Go where the money is while making a difference in the lives of those we serve
Enable customers to specialize and differentiate within key vertical markets
Focus resources and investments on high growth / high spend technology solutions and emerging markets
Enable customers to increase their influence and customer base (thus market share) through the addition of technology solution practices
Grow profit faster than revenue, grow both faster than the market
S O L U T I O N S
HARDWARE SOFTWARE
SERVICES FINANCING

11. TS Global: Solutions Practices & Vertical Markets
Security / Networking
Unified Communications
Virtualization / Consolidation
Storage
Mobility
Document & Content Mgmt.
High Growth ► Solutions Practices
New supplier acquisition
Assemble / integrate and wrap services around best-of-breed solutions
Accelerate time to market; minimize expense and risk
Gain Share ► Existing Customers HP
IBM
Sun
OEM Solutions
Storage + Software
S O L U T I O N S
HARDWARE SOFTWARE
SERVICES FINANCING
Healthcare
Government
Education
High Growth ►Vertical Markets
Security / Networking
From 2005 to 2010, Networking Equipment is growing at 10% CAGR. Some Networking equipment-- Routers, SAN switches, optical WAN, and Wireless Access-- is growing at 12%-21%.
Virtually every CIO study for 2007 listed Security as the top IT priority for the next 12 months.
IP Telephony
VoIP equipment $4B in 2005  $11.9 billion in 2010, 24.7% CAGR.
Largest VoIP segment PBX equipment $1.8 billion in 2005  $5.6 billion in 2010, 25.8% CAGR.
Virtualization / Consolidation
x86 physical server shipments = 9M units in 2010 versus 13.5M units without virtualization.
By 2007, 40% of midsize businesses reduce servers by at least 20% thru virtualization.
Storage
Total disk storage systems market is $26.6B in 2006, growing to $30.3B in 2010, a 4 year CAGR of 3.3%.
External disk storage expected to grow from $18.9B in 2006 to $23.2B in 2010 at a 4-year CAGR of 5.3%.
The network storage segments of the market (iSCSI, NAS, and fibre channel SAN) are now projected to grow at an 11.4% CAGR.
Our estimates for EMC's 5 year CAGR go to 10.8%. NTAP's 5 year CAGR goes to 24.8%.
Mobility
Mobile middleware .5B in 2004  $1.4 billion by 2009, 23% CAGR
Wireless subscriber base will grow to 4 billion by 2010 up from 3.2 billion in 2007
Wireless LAN equipment spending will grow from $1.4 billion in 2006 to $3.1 billion in 2011 a CAGR of 17.3%
Document & Content Management
Sales of enterprise content management (ECM) software will grow by more than 12% over each of the next three years to be worth $4.2 billion by the end of the decade according to research group Gartner.
Sources: iSuppli, Gartner, IDC, Forrester, Lehman Bros.
Build Avnet and trading partner industry expertise
Link channel trading partners (ISVs, SIs, OEMs, VARs) to provide solutions for vertical market customers

12. Strategic Imperative: Global Profitable Growth
Leverage scale/scope to expand product and service line card across geographies
Expand global footprint by creating global supplier relationships/contracts
Acquisitions (Jan – Present)
Geographic expansion
Industry consolidation
New capabilities
Magirus
Acal IT Solutions
$500M VAD of IBM, HP enterprise computing products
7 European countries, Dubai
$200M SAN, networking, electronic document mgt products and services
UK, Netherlands, Belgium, Germany, France, Sweden
Horizon
$450M enterprise server, storage, networking and security VAD
UK & Ireland
Completed in 2007: $3B revenue + accelerated economic profit growth
Magirus
Creates largest VAD in EMEA (of note: Germany and UK)
Expands TS footprint into Scandinavia for first time
Small synergies
Access
Fully integrated into Americas and EMEA
600 new enterprise value-added resellers
Cross-sell opportunities in high-growth emerging technologies and markets
$15M in synergies
Azure
Merged into Asia-Pacific regional business
Expands VAD enterprise computing solutions into ASEAN countries
Enables leveraging of services best practices across Asia-Pacific
Acal IT Solutions division
Significantly expands our high-growth solution sets
Adds 2000 Acal resellers and system integrators to our customer base
Future acquisitions
Seeking value-creating acquisitions where culture, strategy, and economics align with Avnet TS. Geographic focus will be EMEA, Asia-Pacific, and Latin America.
Azure
Access
$90M IBM systems/solutions disti
Singapore, Malaysia
$2B Sun VAD
90% Americas, 10% Europe
ChannelWorx
Ontrack
$30M networking, security
Australia
$13M professional services company
India

13. TS Global: Priorities by Region
Americas
Cross-sell existing products and services to existing market segments
Sell new solutions to existing markets
Sell existing and new products and services to vertical segment customers (healthcare, government, education)
EMEA
Aggressively leverage supplier relationships into new countries
Add critical mass and new solutions capabilities through acquisition
Leverage new organizational structure and business model
Asia Pacific
Expand current linecard for existing customers
Grow share through strategic acquisitions
Capitalize on global opportunities for integration capabilities in Tianjin

14. TS Global: Leadership Team
Our Partners
The TS Global Team
The TS Global Leadership Team
Jeff Bawol
Americas
Dick Borsboom
EMEA
KP Tang
Asia Pacific
Darren Adams
Business
Transformation
Linda Biddle
Talent Development
Kristi Bonfiglio
Legal
Ger Purcell IT
Harry Edwards
Vendor
Integrated Solutions
Rusty Murdaugh
Finance
Cheryl Naumann
Human Resources
Usha Shah
OPX
Michelle Taylor
Communications
Marketing
Patricia Harper
Executive Assistant
John Paget
TS Global
Updated

15. AVNET
Avnet, Inc. 15

16. Avnet, Inc.: Vision Avnet will deliver the highest value
to our customers, suppliers, employees and shareholders
as the premier technology marketing,
distribution and services company, globally.

17. Avnet, Inc.: Vital Link in Global Technology Supply Chain
Avnet effectively manages the complexity of the technology supply chain in a cost-efficient manner, delivering value to suppliers and customers
Semiconductors
Interconnect
Passive &
Electro-mechanical Devices
Subsystems
IT Original Equipment Manufacturers
Non-IT Original Equipment Manufacturers
End Users
EMS / ODM
Resellers and System Builders EM TS
Software & Services Vendors

18. Avnet, Inc.: Snapshot Established 1921 in New York City
Incorporated 1955
NYSE: AVT 1960
June 30 fiscal year end
FY08 revenue $17.95B
Fortune 500 rank: #163
Forbes Global 2000 rank #949
~ $4.3B market cap
~ 12,300 employees
~ 300 locations in > 70 countries
2 operating groups
Electronic components
Avnet Electronics Marketing (EM)
Computer products
Avnet Technology Solutions (TS) TS
42% EM
58%
Q4 FY08
Self-explanatory - about Avnet

19. Avnet, Inc.: Revenue History
BILLIONS
For the last decade, we have executed an acquisition strategy aimed at creating the scope and economies of scale that would take us forward. In that time, we have completed more than 40 acquisitions. In the past three years, we have added companies with top line revenues of approximately $6.7 billion, integrating the businesses that enhanced our strategy and divesting some that did not. As you can see from the graph, during that time our revenues have more than doubled.

20. Avnet, Inc.: Earnings Per Share
Excluding restructuring and other charges
FY07 = $2.76
FY08 = $3.18
A little about how Avnet is performing

21. Avnet, Inc. Board of Directors Global Executive Council
Avnet, Inc.: Leadership Team
Avnet, Inc. Board of Directors
Roy Vallee
Chairman & Chief Executive Officer
Executive Board
Rick Hamada
Chief Operating Officer
Ray Sadowski
Finance
Steve Church
Human Resources Devt
David Birk
Legal
Harley Feldberg
Electronics Marketing
John Paget
Technology Solutions
Steve Phillips
Information Services
Ed Kamins
Operational Excellence
Jim Smith
Logistics
Global Executive Council

22. Avnet, Inc.: Strategic Framework
1. Integrity
2. Customer Service
3. Accountability
4. Teamwork
5. Innovation
Performance and Values Based Culture of Excellence
Deliver industry- leading value to our customers and suppliers
Profitable Growth
Attract, develop and engage the best employees while building a performance and values based culture
People Development
Premier Technology, Marketing,
Distribution and Services Company, Globally
Deliver enhanced value through process excellence
Operational Excellence
Deliver Industry-Leading Economic Profit