From RISC to RewardFrom RISC to Reward

June 14, 2007June 14, 2007

Diane BryantVice President, General Manager

Server Platforms GroupIntel Corporation

Diane BryantVice President, General Manager

Server Platforms GroupIntel Corporation

Today’s Presentation

• Strong Itanium® momentum

– Good business opportunity, strong Itanium-based system growth in RISC/Mainframe segment and continued ecosystem growth

• Strong customer adoption

– End-users moving from expensive proprietary solutions to Itanium based solutions

• Strong future

– Intel investing in future generations of Itanium-based products and technologies

Then: The Proprietary Era

Up Until the 1990s, proprietary architectures ruled the enterprise server space with an iron fist

Now: New Era in Mission-Critical Computing

Itanium® Breaks the Chains with Freedom of Choice

Companies listed are members of the Itanium Solutions Alliance Source: Itanium Solutions Alliance *Other names and brands may be claimed as the property of others

Best value for mission-critical, data-intensive workloads

Best value for mission-critical, data-intensive workloads

Itanium® Addresses Needs of Mission-Critical Datacenter

Source: IDC Worldwide Quarterly Server Tracker, Q1’07; share by system revenue; annual system revenue for 2006.

x86$28B

RISC/Mainframe

$28B

System Revenue (annual)

*Other names and brands may be claimed as the property of others

“We migrated our SAP R/3 ERP solution from the mainframe to the Itanium Architecture and couldn’t be happier. Not only did the migration go smoothly, but the performance is outstanding—the new platform runs up to 5 times faster than our old mainframe and is rock solid. ”

— Glenn Beck, Air Products VP Enterprise Operations and CIO

Itanium® Momentum Continues…

Itanium®

Power*

SPARC*

System Revenue By RISC and Itanium® Architectures

$1,000

$9,000

2002 2003 2004 2005 2006

* Source: IDC Q1’07 Server TrackerSPARC Includes: SPARC I, SPARC II, SPARC III, SPARC IV, SPARC 64 and SPARC 64 V; POWER Includes: Power RS64 II, Power RS64 III, Power RS64 III, Power 3, Power 4, Power 5, and PowerPC

*Other names and brands may be claimed as the property of others

RISC Revenue Flat to Down, Itanium Growing YOYRISC Revenue Flat to Down, Itanium Growing YOY

41% POWER*54% SPARC*

26% POWER*40% SPARC*

18% POWER*23% SPARC*

6% POWER*7% SPARC*

Q1’0754% POWER*63% SPARC*

1% POWER*1% SPARC*

Growth Driven By Strong End-user Adoption>140,000 deployments, including 75 out of top global 100 companies

Faster, Safer, More Energy Efficient Automobiles12 of the Top 13 Automobile Manufacturers*

Efficient Oil and Gas Recovery14 of the top 15 Energy Companies*

Efficient, Nimble Financial MarketsWorld’s Largest Stock Exchanges8 of the Top 10 Financial Services Companies*

Enabling better Health Care Delivery4 of the top 5 Health Care Companies*

More effective, efficient Manufacturing13 of the top 15 Manufacturing Companies*

Helping Telecomm Deliver New Communication Products and ServicesMost of the top Telecom Providers*

*Source: Intel Corporation

Intel® Itanium® Processor Ecosystem Momentum

• Itanium Solutions Alliance $10B investment on-track

• Sun Java SE* support for Itanium® processor family

1Source: Itanium Solutions Alliance *Other names and brands may be claimed as the property of others

Application GrowthApplication Growth

2003 2004 2005 TODAY

Open VMS

Windows

Linux

UX

Non-Stop

> 700

> 2,400

> 6,000

> 12,000*SAP runs SAP on Itanium® 2 processor:

“For our new ERP landscape, we needed a largely standardized and automated infrastructure that would not require as much manual intervention as in the past. Scalability was also essential.

Greater performance and flexibility for the same price was an outstanding argument for switching

to HP Integrity servers with Intel® Itanium® 2 processors.”

— Martin Heisig, Chief Operations Officer SAP IT

SAP runs SAP on Itanium® 2 processor:

“For our new ERP landscape, we needed a largely standardized and automated infrastructure that would not require as much manual intervention as in the past. Scalability was also essential.

Greater performance and flexibility for the same price was an outstanding argument for switching

to HP Integrity servers with Intel® Itanium® 2 processors.”

— Martin Heisig, Chief Operations Officer SAP IT

Strong Product Roadmap Drives Growth

All dates, product features and plans are subject to change without notice.

TukwilaTukwila

Poulson Poulson

Dual-Core Itanium® 2 processor

(Montecito/Montvale)

FutureFuture

Multi-core, massive cachesHigh-speed interconnect

Integrated memory controllersAdvanced RAS,

Enhanced virtualizationCommon chipset for

design synergies

Dual-Core Itanium® 2 processorDual-Core Itanium® 2 processor Large on-die 24M cache

Hyper-Threading Technology,

Intel® Virtualization Technology,

Energy efficient computing (104W)

Mainframe-level RAS:

Intel® Cache Safe Technology,

Lock-step data integrity Technologies

Itanium® will provide increasing value in RISC/Mainframe segment:

Higher Performance, Better RAS, Lower TCO

Tukwila: Next Generation Platform

• Up to 2x performance of Dual-Core Itanium® 2 processor*

– 4 cores, large on-die caches, Hyper-Threading Technology

– Integrated memory controllers

– New high-speed interconnect

• Mainframe-level RAS

– New interconnect reliability features

– Double Device Data Correction (memory RAS)

• New platform design for performance and innovation

– Virtualization enhancements including Intel® Virtualization Technology for Directed I/O

– Common chipset with future Intel® Xeon®-based platforms (lower development costs)

All dates, product features and plans are subject to change without notice.

Tukwila RAS – Double Device Data Correction (DDDC)

Memory

Mosthigh-end

server processors

However, cannot fix when 2 sequential DRAM devices fail, which could result in memory loss and a fatal system crash

Today:

Systems can fix memory errors when 1 DRAM device fails on a DIMM due to a hard-error…

Tukwila RAS – Double Device Data Correction (DDDC)

• Tukwila DDDC can fix both single and double memory hard-errors

• Tukwila DDDC can improve system uptime and reduce DIMM replacement rates lowering overall service costs

DDDC is just one of several new Itanium® RAS capabilities DDDC is just one of several new Itanium® RAS capabilities coming sooncoming soon

Memory

Tukwila

“Integrated features such as Double Device Data Correction, coupled with the mission-

critical virtualization capabilities of HP Integrity systems, help customers

increase solution uptime, mitigate risk and reduce costs.”

— Hal Massey, VP, Business Critical Systems HP

“Integrated features such as Double Device Data Correction, coupled with the mission-

critical virtualization capabilities of HP Integrity systems, help customers

increase solution uptime, mitigate risk and reduce costs.”

— Hal Massey, VP, Business Critical Systems HP

Poulson: New Ultra Parallel Micro-architecture

All dates, product features and plans are subject to change without notice.

TukwilaTukwila

PoulsonPoulson

Dual-Core Itanium® 2 processor

(Montecito/Montvale)

Higher levels of parallelism through…

Advanced multi-core architectureMulti-threading enhancementsInstruction-level enhancements

plus…

32nm process technologyMassive on-die cache

New mainframe-level RASCompatible with Tukwila platforms

All dates, product features and plans are subject to change without notice.

TukwilaTukwila

Poulson Poulson

Dual-Core Itanium® 2 processor

(Montecito/Montvale)

Itanium® Processor Family

Innovation Continues…

KittsonKittson

Itanium® Platform Enterprise InnovationsOn RISC & Mainframe-class Platforms

Fujitsu* PRIMEQUEST* Flexible I/O: Dynamic system reconfiguration enabling resource load balancing

Hitachi* Virtage*: Virtualization solution based on Intel® Virtualization Technology. Provides up to 40% I/O transaction improvement on BladeSymphony*

Industry innovations combined Industry innovations combined with strong processor roadmap with strong processor roadmap will accelerate transition from will accelerate transition from

RISC to Itanium®RISC to Itanium®

HP* Integrity Non-stop*: Fault tolerant Non-Stop Value Architecture delivers the highest level of availability and safe data integrity

*Other names and brands may be claimed as the property of others

New Intel 4S/4U Server: Available to OEMs and integrators today

NEC* Express* 5800/1000 hot replace: World’s first server supporting hot replace of processor and memory on Windows Server 2008

Express5800

Bull* NovaScale* Intensive line

The first large database open server tohave replaced an MVS mainframe in this role

McKesson Corporation dominates the healthcare industry as the largest pharmaceutical distributor in North America and the leading U.S. healthcare services and information technology company.

*Other names and brands may be claimed as the property of others

Tod WiederholtManager of Systems DevelopmentFor RelayHealth, McKesson Corporation

How Itanium® Will Continue To Win…

All dates, product features and plans are subject to change without notice.

Strong Itanium® momentum

Strong customer adoption

Strong future products

Thank you!