2. EMC is a Technology Company with a Laser Focus on as the Core Infrastructure Component
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4. EMC’s Momentum ($119M) 2002 2003 2004 2005 2006 $496 M $871 M $1.1 B $5.4 B $6.2 B $8.2 B $9.7 B $11.2 B Note: Net income is in GAAP and includes restructuring charges and other special items. *Based upon EMC’s expectations as noted in its July 24, 2007 Q2 earnings release; **Based on Thomson First Call consensus estimates, Sept. 17, 2007. † Thomson First Call Analyst Average as of 10/2/07 $1.2 B 2007e* $12.9 B* $1.44 B **
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6. Worldwide Information Growth is Relentless Annual Growth 0% 40% 60% 80% 100% 120% 1997 1998 1999 2000 2001 2002 2003 2004 “ The Bubble” Dot coms, telcos Y2K Recession ≈ 60% Compounded Annual Growth Rate 2005 Stored on Disk Arrays 2006
7. New Information Each Year 0 100B 200B 300B 400B 500B 600B 700B 800B 900B 1,000B 2005 2006 2007 2008 2009 2010 Gigabytes 988 billion GB 161 billion GB 988 billion GB 6x increase ≈ 60% CAGR 988 exabytes or nearly 1 zetabyte
8. The Digital World in 2010 70% created by individuals 85% the responsibility of organizations for information’s security, privacy, reliability, and compliance
9. Our Strategy Information Infrastructure is a shared set of products, services, and best practices for storing, protecting, optimizing, and leveraging information
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19. EMC Information Infrastructure Availability Storage Security Virtualization Intelligent Information Mgmt Enterprise Content Mgmt Store Protect Optimize Leverage Resource Mgmt Information Infrastructure Archive
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21. Managed Services Consulting Services Implementation Services Support Services Solutions 11,000+ Information Management and Storage Professionals
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23. Breadth and Depth of VMware Virtualization x86 Infrastructure Linux Windows NT Solaris NetWare Grid Blades SMP Server Desktop Mobile
26. Core Executive Management Team David Goulden Chief Financial Officer Frank Hauck Global Marketing & Customer Quality Mark Lewis Content Management & Archiving Division Diane Greene CEO VMware Jack Mollen Human Resources Howard Elias Global Services & Resource Mgt Software David Donatelli Storage Platforms Operations Dave Donatelli Storage Product Division Paul Dacier General Counsel Art Coviello RSA Security Division Bill Teuber Customer Operations Louise O’Brien Corp. Strategy & Development
