1 © Copyright 2007 EMC Corporation. All rights reserved. EMC Today

1© Copyright 2007 EMC Corporation. All rights reserved.

EMC Today


EMC has Evolved into aTrusted Information Infrastructure Provider


$11.15 billion in revenue for 2006 – 15% growth over 2004

$3.215 billion in Q4 ‘06 revenue– Systems revenue up 12% over 4Q05– Software up 27%– Services up 20%– VMware: up 101%

Targeted growth of 14%in 2007

R&D investment >$1 billion/yr

Interoperability and Integration

9800+ Service Professionals

Strategic Partnerships

EMC Leading the WayWorld’s Top 10 Product Technology Companies

Ranked by Market Value as of Market CloseOctober 19, 2006

Note: All Revenue and EPS numbers are based on calendar year consensus estimates.* Consensus EPS estimates reflects the adoption of FAS123. 2005 EPS has been restated to include the Employee Stock Option Expense for comparison purposes. Other Adjustments: IBM '05 revenue adjusted to exclude PC unit. Cisco '05 revenue adjusted to include Scientific Atlanta. Oracle '05 revenue adjusted to include Siebel. Symantec '05 revenue adjusted to include VERITAS

MarketCap($B)

Estimated Revenue

Growth 2006

EstimatedEPS

Growth 2006

SymantecEMC*Dell*SAPOracleHP*Intel*

CiscoIBM*

Microsoft*

5%5%2131%15%28

-16%5%5317%12%6318%12%9843%5%108

-31%-9%12112%3%13720%12%147

6%14%278


2006 Revenue Mix

SystemsSoftware

Services

$4.27B38%

16%$1.74B

$5.14B46%


store

protect

optimize

leverage

2003JAN.

EMC Strategic Acquisitions: 2003-2006

2005JAN.

2006JAN.

2007JAN.

2004JAN.

Strengthen and Enable Information Infrastructure


Global Market Presence: Worldwide Market Share

EMC 20.7%HP 18.3%IBM 13.6%Dell 8.4%HDS 8.0%EMC/Dell* 27.1%

EMC 27.2%HP 20.5%IBM 11.7%NetApp 8.6%HDS 7.8%Dell 6.8%EMC/Dell* 34.3%

EMC 22.2%HP 16.7%IBM 14.0%HDS 8.6%Dell 7.4%NetApp 6.1%EMC/Dell* 29.1%

HardwareExternalDisk Storage

Networked Storage(NAS, Open, and iSCSI)

ExternalRAID

EMC

29.7%Symantec

20.3%IBM

10.5%NetApp

6.6%HP

6.5%

EMC

39.1%NetApp

16.9%IBM

9.4%HP

8.4%HDS

7.8%

EMC

49.2%Symantec

11.1%CA

7.8%IBM

6.8%HP

6.4%

Open Text 13.2%EMC 13.1%IBM 12.5%FileNet 12.4%

Symantec 40.4%IBM 17.0%EMC 13.2%CA 7.6%

Software

VMware #1largest sharegainer ofcustomers’ ITbudgets

StorageSoftware

ReplicationSoftware

SRMSoftware

Backup/Archive

VirtualInfrastructure

EnterpriseContent Mgmt**

EMC: #1 EMC: #1 EMC: #1

EMC: #1 EMC: #1 EMC: #1EMC:

Fastest Growing

EMC:Fastest

Growing

Source: IDC Q4’05 Disk Storage Systems Quarterly Tracker, March 2006; *Combines EMC’s revenue with Dell’s Dell/EMC CLARiiON revenue.**Source: Gartner Dataquest, May 2006***Total Content Mgt with License + Service revenue. EMC growth based on apples-to-apples comparisons

6


IT Information Management Challenges

managing growthdramatic growth of informationincreased infrastructure complexity

managing riskprotecting against information losssecuring against unauthorized accesscomplying with legal and corporate mandates

managing effectivenessreducing capital and operational costsimproving flexibility and responsivenessdelivering service levels demanded by the business

creating new valueleveraging information in new waysusing infrastructure to drive the business

© Copyright 2006 EMC Corporation. All rights reserved.© Copyright 2006 EMC Corporation. All rights reserved.


Do You Have an Information Strategy?

Information is the organization’s most important asset,but it’s usually not managed that way

Need a consistent approach to providingshared information management services store | protect | optimize | leverage

unnecessary costspoor utilization and extra management effort

unknown risksprotecting information against loss, securing against unauthorized access

unexploited valueharvesting the value of information in new ways for the business

infrastructure infrastructure infrastructure infrastructure

information information information information


Building Information Infrastructure

Information is the organization’s most important asset,manage it that way

A consistent approach to provideshared information management services:store intelligentlyprotect against loss and misuseoptimize infrastructure, management and service levelsleverage information assets to create new value

lower costsincrease utilization, reduce management effort

reduce risksprotecting information against loss, securing against unauthorized access

exploit valueharvesting the value of information in new ways for the business

infrastructure infrastructure infrastructure infrastructure

information information information information

appapp

appappinformation


More than $10 Billion in R&D and Acquisitions

storeSAN: Symmetrix, CLARiiON, ConnectrixNAS: Celerra CAS: CenteraIP: Symmetrix, CLARiiON, Celerra, Centera

protectarray replication: SRDF, MirrorViewbackup to disk: NetWorkerdata de-duplication: Avamarcontinuous data protection: RecoverPointsecurity: RSA, Authentica, Network Intelligence

optimizevirtualization: VMware, Rainfinity, Invistainformation mgmt: Xtender family, Documentum, Infoscaperesource mgmt: ControlCenter, Smarts, nLayers

leverageenterprise content mgmt and archive: Documentum information acquisition: Captiva, AcartusBPM, collaboration: ProActivity, eRoomenterprise search: AskOnce

appapp

appapp

infrastructure

information


Storing Intelligently

Celerra

ADICScalarFamily Centera

CLARiiONDisk Library CLARiiON Connectrix Symmetrix

storing information at the right service levelat the right cost

comprehensive services

cost optimization

broadest choices for tiering meetingbusinessrequirementsat the lowest overall cost

Key Capabilities:

store | protect | optimize | leverage

appapp

appapp

infrastructure

information


Protecting Against Loss

protecting information availability at the right service levelat the right time

array based: SRDF, TimeFinder, MirrorView, SnapViewnetwork based: RecoverPointhost based: NetWorker, Avamar, RepliStorinfrastructure: AutoStart, PowerPath, VMotion

archive before backup

application integration

proven, scalable technologies

ensuring access,minimizingcost

Key Capabilities:


appapp

appapp

infrastructure

information


Protecting Against Unauthorized Use

from securing infrastructureto securing information

identity mgmt, access control, encryption and key management: RSAdigital rights management: Authentica, Documentumsecurity information and event management: Network Intelligencestorage security assessment services

identitymgmt

dataencryption

information-centric

security

protectingsensitiveinformation,whereverit goes

Key Capabilities:


appapp

appapp

infrastructure

information


Optimizing Information Management

using informationto tell the infrastructure what to do

applications: EmailXtender, DiskXtender, DatabaseXtendercontent: Documentum CSSfile discovery: Infoscape

information

filese-mailsdatabase . . .

minimizingcosts,reducing risks

analysisanalysis

patterns,rules, criteria . . .

actionaction

moveflagprotect . . .

Key Capabilities:


appapp

appapp

infrastructure

information


Optimizing Infrastructure

virtualizationmakes for better consolidation

server virtualization: VMwarefile virtualization: Rainfinitystorage virtualization: Invista

server virtualization improvedutilization,increasedflexibility

file virtualization

storage virtualization

Key Capabilities:


appapp

appapp

infrastructure

information


Optimizing Service Levels

model-based managementis a “game changer” for service level mgmt

application and infrastructure discovery: ControlCenter, nLayersreal-time monitoring, correlation, root-cause: Smarts

application andinfrastructure

discovery

real-timemonitoring

and correlation

root-causeanalysis andremediation

object-based model

betterservice leveldelivery indistributedenvironments

Key Capabilities:


appapp

appapp

infrastructure

information


Leveraging Information

one framework for unlocking the value of information

enterprise content management: Documentuminformation capture and classification: Acartus, Captivabusiness process management: ProActivitycollaboration / workflow: eRoomenterprise search: AskOnce

captureand

classify

organizeand

manage

new applications

workflow

collaboration

enterprisesearch

creating newvalue fromexistinginformation

Key Capabilities:


appapp

appapp

infrastructure

information

Documents

1 © Copyright 2007 EMC Corporation. All rights reserved. EMC Today