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SPARC Systems Business
David Yen, Ph.D.Executive Vice PresidentScalable Systems Group
February 2, 2005
This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 regarding the future results and performance of Sun Microsystems, Inc., including statements that the Scalable Systems Group's charter is to efficiently develop and deploy systems that employ innovative uses of silicon technology for delivering high throughput performance; that the SSG has been reorganized for more efficient execution, including improving time-to-market, synergistic design for next-generation systems and more efficient quality management; regarding the rollout of the UltraSPARC IV Product Line; that Sun is transitioning to a solutions-led services model to better meet our customers' needs and drive new revenue; that solutions-led services will enrich our offering by taking out cost and improving ROI; regarding what to look for in 2005, including shipping Solaris 10 on all products; executing on the product roadmap; delivering on the promise of chip multi threading through APL, "Niagara" and "Rock"; continuing our investment in Netra/telecommunications products, and Sun's new vision for the data center; that our Solaris 10 operating system will result in greater throughput, higher utilization and simplified management; that our Solaris 10 operating system delivers a competitive advantage for targeted workloads, will soon ship on all SPARC servers, drives system utilization up to 80%, and provides ultimate application optimization and consolidation platform, reducing total cost of ownership; that Solaris 10 code will be available on DVD on March 8, 2005; regarding the SPARC Systems Roadmap, including our expectations with respect to the introduction and/or rollout of UltraSPARC IIIi+,UltraSPARC IV, UltraSPARC IV+, PrimePower, "Olympus"/APL, "Niagara" and "Rock"; regarding our belief that Sun is not getting out of the high-end SPARC server business; regarding our intention to refine the high-end SPARC server market with "Rock"; that "Rock" is designed to run the largest data centric environments; that Sun will create a complete, integrated Advanced Telecom Computing Architecture product family for Solaris and CG Linux environments; that Sun will work with network equipment vendors to deliver a complete solution to our telecommunications customers; that growth will be driven in 2005 by strong integration of solutions-led selling of services, execution to plan for UltraSPARC IV+ and IIIi+, competitive differentiation from our Solaris 10 operating system; continued telecommunications market leadership and a committment to developing CMT technology. These forward-looking statements involve risks and uncertainties and actual results could differ materially from those predicted in any such forward-looking statements. Factors which could cause actual results to differ materially from those contained in our projections and forward-looking statements include: increased competition; failure to rapidly and successfully develop, produce or sell new products, technologies and services, in particular our Solaris 10 operating system; lack of success implementing new selling models; delays in product development, or customer acceptance and implementation of new products; or quality issues with our hardware or software products. Please also refer to Sun's periodic reports that are filed from time to time with the Securities and Exchange Commission including our annual report on Form 10-K for the fiscal year ended June 30, 2004 and our quarterly report on Form 10-Q for the fiscal quarter ended September 26, 2004.
What Is the Scalable SystemsGroup (SSG)?
Charter● Efficiently develop and deploy systems that employ
innovative uses of silicon technology for deliveringhigh throughput performance
Offerings● All SPARC®/Solaris™-based systems/server development– Including Netra™ systems for telco, NEP
Why?● Reorganized for more efficient execution– Improving time-to-market– Synergistic design for next generation systems– More efficient quality management
What We Did in 2004
Performance gains
Market share gains
Quality improvements
CMT delivery
Extended market opportunity– FJ Reseller agreement– Go to market programs
World Record Performance
Record High-end Performance*● Sun Fire 25K server on TPC-H at 3TB beat
HP Superdome by 31%● Sun Fire E6900 server on Oracle Apps Batch
Record Midrange Price/Performance*● Sun Fire v890 server on Lotus iNotes
Record Low-end Price/Performance*● Sun Fire v240 server on TPC-H at 100GB
Doubled throughput of Sun Fire™ 480—E25K servers Boosted performance 15-25% on Sun Fire 240–440 servers
*See disclosures
Sun—WorldwideMarket Share Gain
Source: IDC’s Worldwide Quarterly Server Tracker, November 2004
Last Year Sun Shipped the Most Serversin Our History● Highest unit shipment and revenue
growth Y/Y for high-end ($500k) UNIX® servers among top three
● Sun is the #1 UNIX platform volume (<$25K) server vendor in both factory revenue and unit shipments
Ongoing QualityImprovements
CMT Delivery
Rollout of UltraSPARC IVProduct Line● Successful US III-US IV transition
Next Generation Systemson Schedule● UltraSPARC IV+, Project Niagara
tapeouts complete● Running systems in-house
Agreement with Fujitsu forAdvanced Product Line (APL)
XXXXXXX
Challenges● Deliver timely executive reports to optimize
pricing, increase bookings and enhance revenue ● Company growth led to difficulty meeting SLA
Solutions● Sun Fire E2900 server (with CMT)● Solaris 9 OS, Oracle database, Informatica, Brio
Benefits● Reduced processing time by over 50%: Met SLA● Zero conversion costs through 100% binary
compatibility● Scalability of E2900 for consolidation to meet
future growth ● Moved applications from Sun Fire 4500 to
new Sun Fire E2900 server—effortlessly,no changes required
UltraSPARC IV-based ServersCarnival Cruise Lines Uses IT for GainingCompetitive Advantage
XXXXXXX
Challenges● Five-year-old Sun E10Ks ● Server infrastructure supporting SAP R3
application had reached full capacityand could not accommodate new growth
Solutions● Two new Sun Fire 25Ks in addition to existing
Sun Fire 6800, 4800, 1280s, V880s running Solaris 9 OS
Benefits● Additional capacity in a smaller footprint● Easier manageability and reduced costs● System has performed flawlessly in many
failover tests—no surprises
Smooth Transition toUltraSPARC IV-based Servers
Extending Market Opportunity
● Sun and iForceSM partnersselling and supportingFujitsu PrimePowerin selected geographies
● Sun and customers benefit– Greater customer choice for
deploying Solaris onSPARC applications
– Adding PrimePower complementsSun Fire enterprise products
Sun/Fujitsu PrimePower Reseller Agreement
Enriching the Offering with Solutions-led Services
Enterprise Consolidation● Help reduce cost, increase
efficiency and improve security● Simplify and standardize your
IT environment● Increase system utilization● 10+ years of experience
Taking OutCost
ImprovingROI
Mainframe Migration● Low-risk alternatives to
mainframe environments● Rehost, rewrite or migrate
to packaged application● 50%+ customer cost savings● Over 1,200 installations
to data
What to Look For in 2005● Shipping Solaris 10 on all products
● Executing on product roadmap
● Delivering on the promise of CMT:– APL (Sun/Fujitsu)– Project Niagara– Rock
● Continued investment in Netra/Telecommunications products
● Sun’s new vision for the data center
Solaris 10 OS
● Delivering competitive advantage for targeted workloads
● Solaris 10 OS is multi-threaded and optimized for CMT
● Solaris 10 OS will be the default on all SPARC servers
Greater Throughput, Higher Utilization, Simplified Management
SPARC Systems Roadmap Today
UltraSPARC IIIi
UltraSPARC III
UltraSPARC IIIi+
Sun Fire 480-E25K
DataCentric
NetworkCentric
Sun Fire 200/400
UltraSPARC IV
Note: Roadmap reflects estimated system delivery dates
UltraSPARC IV+
UltraSPARC IIIi+
SPARC Systems Roadmap Today
UltraSPARC IIIi
UltraSPARC III
Sun Fire 480-E25K
DataCentric
Sun Fire 200/400
UltraSPARC IV
Note: Roadmap reflects estimated system delivery dates
PrimePower
UltraSPARC IV+
NetworkCentric
UltraSPARC IIIi+
SPARC Systems Roadmap Today
UltraSPARC IIIi
UltraSPARC III Sun Fire 480-E25K
DataCentric
Sun Fire 200/400
UltraSPARC IV
Note: Roadmap reflects estimated system delivery dates
PrimePower
UltraSPARC IV+
“Olympus”/APL
“Niagara”/APLNetworkCentric
UltraSPARC IIIi+
SPARC Systems Roadmap Today
UltraSPARC IIIi
UltraSPARC III
“Rock”
Note: Roadmap reflects estimated system delivery dates
Sun Fire 480-E25K
“Niagara”/APL
DataCentric
Sun Fire 200/400
PrimePower
“Olympus”/APL
UltraSPARC IV UltraSPARC IV+
NetworkCentric
The Power of Niagara—DemonstrationSingle Threaded
PerformanceMulti-threadedPerformance
Application DevelopmentCompute GridWorkgroup
Electronic Design SimulationStructural Analysis
EAI Servers
J2EE Application Servers
DirectorySecurity
Streaming Media
Web Serving
Proxy Caching
Thermodynamics
Seismic Analysis,Reservoir Modeling
File Server
OLTP Database
Nuclear Simulation/Weapons Modeling
Data Warehousing
Meteorology/Climate Simulation
Financial Risk/Portfolio AnalysisMonte Carlo Simulation
Genomics, Cheminformatics
Batch
Web
Data
HPCApplication
Data Analysis
Compute
NetworkIntensive
StorageIntensive
Single Threaded
SAP R3
CommercialTechnical
Workload Optimization—Learn More
Highly Threaded
Sun in TelecommunicationsOSS/BSS
Sun in Telecommunications
In Network
Sun—Market Leading Netra Systems for Telecommunications
● Sun has relationships with top 12 NEPs● Eight out of the ten largest SPs
run solutions on Sun● Sun is #1 in Telecom markets*– Tele Data Servers (TDS) – NEBS-Compliant Servers (NCS)
*In-Stat/MDR Report: Teledatacom Servers: Stealthy Sentinels of Communications, December 1, 2004
Top Netra Customers
Top Applications Include ● 3G wireless infrastructure● IP telephony network
applications such asVoIP and Softswitch
*
Key Network Equipment Providers
*NTT COMWARE Corporation
NEBS Level 3 Certified Rack andBlade Servers
Sun Netra Servers
Netra 120
Netra 240
Netra 440
Netra CT410/810
*http://www.sun.com/service/support/sw_only/solaris/terms.html
FASTERFASTER Netra 1280
NEBS Level 3 Certified Rack andBlade Servers
Sun Netra Servers
Netra 120
Netra 240
Netra CT410/810
*http://www.sun.com/service/support/sw_only/solaris/terms.html
FASTERFASTER Netra 1280
Netra CT820
cPCI/cPSB
Netra 440
Netra 120
Netra 240
Netra 1280
Netra CT410/810
NEBS Level 3 Certified Rack andBlade Servers
Sun Netra Servers
*http://www.sun.com/service/support/sw_only/solaris/terms.html
Netra CT820
ATCA
cPCI/cPSB
Coming Soon!
FASTERFASTER
Netra 440
Sun’s ATCA Advantage
CMT/Niagara
Throughput Networking
Solaris 10/Open Solaris
Advanced Telecom Computing Architecture
Driving Growth in 2005
● Strong integration with solutions-ledselling of services
● Execution to plan (UltraSPARC IV+ and IIIi+)● Competitive differentiation from
Solaris 10 OS● Continued Telecom market leadership● Commitment to developing CMT technology
DisclosuresThe Sun Fire E25K system delivered 59,435.7 QphH@3000GB at a price performance of $114/QphH@3000GB, and with a scheduled availability of 07/27/05. The HP Integrity Superdome delivered 45,247.8 QphH@3000 GB, $109/QphH@3000GB, with a scheduled availability of 03/25/04.
The Sun Fire v240 system delivered 1,712.6 QphH@100GB at a price performance of $13/QphH@100GB, with a scheduled availability of 03/31/05. The IBM eServer 346 system delivered 1,894.2 QphH@100GB at a price performance of $14/QphH@100GB, with a scheduled availability of 12/14/04.
TPC-H, QphH and $/QphH are trademarks of the Transaction Processing Performance Council (TPC). For additional information on the TPC-H benchmark, please visit the TPC's Web site at http://www.tpc.org/.
Oracle Applications Standard Batch benchmark (HVOP), Sun Fire E6900, Oracle(R) E-Business Suite 11i9, Oracle Database 10g, Solaris 10 OS, StorEdge 6100, 2.57 Million order lines per hour. Sun Fire E4900, Oracle(R) E-Business Suite 11i9, Oracle Database 10g, Solaris 10 OS, StorEdge 6100, 1.27 Million order lines per hour.
The 8-way Sun Fire V890 running Solaris[TM] and Lotus[R] Domino 6.5.1 achieved 14,000 users, $13.88/user, 11,890 Notesmark tpm, & 99ms response time. The 12-way Sun Fire E2900 running Solaris[TM] and Lotus[R] Domino 6.5.1 achieved 20,000 users, $18.18/user, 17,124 Notesmark tpm, & 236ms response time. The 8-way Sun Fire v880 running Solaris[TM] and Lotus[R] Domino 6.5.1 achieved 8,399 users, $19.30/user, 7,128 Notesmark tpm, & 851ms response time. The 12-way Sun Fire v1280 running Solaris[TM] and Lotus[R] Domino 6.5.1 achieved 10,700 users, $33.29/user, 9,082 Notesmark tpm, & 810ms response time. For additional information on the NotesBench workloads, please visit the NotesBench Web site at http://www.notesbench.org.
