11. History Collier / PathScale 2010 Christopher discussion on ETI acquisition Q1-Q2 ‘11 Q2 ‘11 Request for ETI to consider a workable business model for taking on the PathScale Customer base Q3 ‘ 11 Present 7/19/11 For Discussion Purposes ETI Confidential 4 ETI – Cray Open64 (PathScale) Discussion
12. ETI – Cray Open64 (PathScale) Discussion Others / Future HP AMD NVIDIA STMicro Qualcomm Path Scale Open64 Source [Pro64-SGI] 5 For Discussion Purposes ETI Confidential Open64 Open Source Compiler Current State
13. ETI – Cray Open64 (PathScale) Discussion 7/19/11 For Discussion Purposes ETI Confidential 6 Financial Model Framework Transaction: Cray acquires PathScale for ETI ETI implements infrastructure to accept the business Step 1: Initial work integrates PathScale into Open64 Source ‘Trunk’ Sets up integration, support, and financial infrastructure Partnerships established with HP and AMD Step 2 and Step 3: Integration of HP/AMD into Open64 Source ‘Trunk’ Step 4: Integration of NVIDIA, etc.
14. ETI – Cray Open64 (PathScale) Discussion / GaoTechnical Questions 9/6/11… 7/19/11 For Discussion Purposes ETI Confidential 7 AMD We could use their regression test, integration, configuration management to integrate the PathScale compiler sources into Open64 step 1 on the ‘tree slide’…slide 12 We also are VERY INTERESTED in the current people that AMD has working on this… if for transition, or permanently working on this for ETI We need to understand if any of the current customers are using the AMD version Is the AMD version different than the HP version?
15. ETI – Cray Open64 (PathScale) Discussion / GaoTechnical Questions 9/6/11… 7/19/11 For Discussion Purposes ETI Confidential 8 AMD Also what specifically do we need to for AMD? What specific AMD performance validations are required? What does AMD currently test for the RH suite validation? What about other linux variants? What other system infrastructure does the AMD regression suite test? Verify? What performance validations are currently run: Against Intel compilers, gcc, others? What are the criterias for passing validation?
16. ETI – Cray Open64 (PathScale) Discussion / GaoTechnical Questions 9/6/11… 7/19/11 For Discussion Purposes ETI Confidential 9 AMD What changes would AMD make if the release engineering, maintenance, updates from the main souce trunk were done by ETI – would they continue to add specific AMD features for new AMD architectures? Who’s responsibility would this be? HOW DOES HP pass the customers to the AMD site to download --- SEE notes in business slides below – is this done via the web – would HP point the customers/prospects to the ETI site?
17. ETI – Cray Open64 (PathScale) Discussion / GaoBUSINESS Questions 9/6/11… 7/19/11 For Discussion Purposes ETI Confidential 10 Email from Gao June 28, 2011 - email from HP contact – weneedanswers to these questions see his reply (including in-line) … What is the relationship with ETI and the Open64.net – can we carve out a business from this, or does every customer to go open64.net?? ---------- Forwarded message ---------- Date: Tue, 28 Jun 2011 09:12:27 -0700 From: Shin-Ming Liu <shinming@gmail.com> To: Professor Gao <ggao@capsl.udel.edu> Subject: Re: 1st email -- regarding the pathscale/Open64 business model at ETI Dear Professor Gao, The most important business reason for HP to support Open64 is to have one compiler that performs best on both Intel and AMD based platform. It's acknowledged by Intel in the recent Federal Trade Commissional law suit against Intel, Intel has made explicit effort to scale back runtime performance on AMD processor by Intel compiler. With the settlement on the law suit, Intel agreed to publicize such effort. From HP's point of view, we would like software vendors to use just one open source compiler that delivers high performance on all x86 based systems. I could respond to additional questions that I am allowed state, inline. Regards, S.M.
18. ETI – Cray Open64 (PathScale) Discussion / GaoBUSINESS Questions 9/6/11… 7/19/11 For Discussion Purposes ETI Confidential 11 Email from Gao June 28, 2011 - email from HP contact – weneedanswers to these questions CONTINUED On Tue, Jun 28, 2011 at 6:59 AM, Professor Gao <ggao@capsl.udel.edu> wrote: Dear S.M.: - How are the O64 compilers provided to the HP customers, on what platforms/systems?::: Linux/x86 platform - Is it based upon request or on all systems?;;; To be determined --- WE NEED TO FIND THIS OUT? - How many customers does HP currently have ? Cannot disclose::: Weneedto find this out?! - What is the current support call volume, if at all?, ::: No statistics collected; WE NEED TO FIND THIS OUT, AND WHAT THE EXPECTIONS ARE, AND WHAT THE SUPPORT LEVELS ARE – FIRST LEVEL, 2ND LEVEL ETC…. IF THE CORE CODE RELATED TO AN AMD ISSUE IS FOUND, WHO MAKES THE CHANGE? ETI OR AMD? OR THE COMMUNITY? How many enhancements are requested, what is the volume of activity?:: No Statistics collected… WE NEED TO FIND THIS OUT - How are the new versions created and provided to the customers?, ;;Advise customers to download from AMD site – OK WHAT IS THE PROCESS? IS THERE A LIST OF CUSTOMERS? INTERESTING: - From your angle - how do you think the business model will work with your need and sustainable ? AMD and HP are not staffed to provide sufficient support to business users. Accroding to the download data, there are roughly 1000 download each month, combining AMD and open64.net site. AMD maintains customer forum to answer questions. Therefore, AMD might be in a better position to answer all your questions.
19. ETI – Cray Open64 (PathScale) Discussion / GaoBUSINESS Questions 9/6/11… 7/19/11 For Discussion Purposes ETI Confidential 12 Email from GaoJuly 1, 2011 8:02:48 PM EDT He can see the need to have the role of such a consulting company to take over the release/maintance/updates function for AMD/Open64 customers. He has no problems to introduce us to AMD customers ... THey have contacted Chris -- but went no where ... They had discussion with some 3rd party software company -- but the party needs some investment right up front ... and that slow things down and went no where. So, if we have softed the initial investment problems -- AMD is a solid aliance in the market ..AMD ISSUE: WE NEED UP FRONT INVESTMENT AND NEED ACCESS to the # of customers so we can do our business planning
20. ETI – Cray Open64 (PathScale) Discussion / GaoBUSINESS Questions 9/6/11… 7/19/11 For Discussion Purposes ETI Confidential 13 Email from GaoJuly 5, We need to include this for our AMD story – how are we going to not only take over the compiler maintenance but how are we going to give it legs My other friend at Intel (former SGI compiler manager, and expert on Pro64, and a great volunteer on Open64 ..) -- has suggested that our business plan should also include a future picture. WIth ETI runtime and multithreading technology -- the new Open64 will have a strong business serving the multi/many-core community with expanded customer base, and much enlarged application domains... Gao
21. 3 2 Others / Future HP AMD 1 NVIDIA STMicro Qualcomm Path Scale Open64 Source [Pro64-SGI] 14 For Discussion Purposes ETI Confidential Open64 Open Source Compiler Proposed State
22. ETI – Cray Open64 (PathScale) Discussion Financials 7/19/11 For Discussion Purposes ETI Confidential 15
23. ETI – Cray Open64 (PathScale) Discussion Assumptions PathScale + HP, AMD, NVIDIA Open64 customer base Some sort of consortium fee for members HP, AMD and others are willing to ‘outsource’ the sustaining engineering and maintenance functions to ETI HP, AMD and others still have teams contributing to the Open64 Code base Assume a low initial penetration for paid maintenance per company Initial year is HP and AMD Subsequent years included NVIDIA, Qualcomm, others 7/19/11 For Discussion Purposes ETI Confidential 16
24. ETI – Cray Open64 (PathScale) Discussion Assumptions (continued) Headcount 7/19/11 For Discussion Purposes ETI Confidential 17
25. ETI – Cray Open64 (PathScale) Discussion Assumptions (continued) Financial Assumptions $2K / installation maintenance/support AMD/HP customer growth: yr1: 200, yr2: 500, yr3: 1000 NVIDIA customer growth: yr1: 50, yr2: 100, yr3: 150 All current numbers of users for each vendor need to be certified Market analysis needs to be done Pricing / Value needs to be done 7/19/11 For Discussion Purposes ETI Confidential 18
26. ETI – Cray Open64 (PathScale) Discussion Discussion Next Steps 7/19/11 For Discussion Purposes ETI Confidential 19