100G时代来临.pdfVIP

Dell Networking You’re at the intersection of traditional new IT 2 Dell - Internal Use - Confidential Are you on the right trend ? 3 Dell - Internal Use - Confidential Data Center Revenue Forecast We believe the addressable market for many vendors will actually decline over the next five years, as most vendors will not be able to compete in all areas of the market with the same effectiveness as in the past. We believe this situation will be most evident in the data- center space, as only a few vendors can compete in the mega Cloud data centers. We anticipate that for each year of the forecast, the list of mega Cloud data centers using white -box switching will increase. DELL’ORO GROUP PUBLISHED APRIL 2016 The projected price declines on 25 GE and 100 GE are aggressive, and our corresponding increases in port growth are high. We may be assuming that price elasticity is too strong, particularly as the 25 GE market matures. Also, 25 GE Fixed Managed prices may erode faster than we predicted . 4 Dell - Internal Use - Confidential Gartner Report 5 Dell - Internal Use - Confidential Gartner MQ Data Center Networking Progress Marketing Update Recognized for our vision and execution 2016 2015 2014 2013 6 Dell - Internal Use - Confidential Dell Position in Data Center Networking MQ • Summary: Dell recognized as the leading visionary networking company in the industry, seeing the most positive improvement on the Magic Quadrant YoY versus all competitive vendors. • Dell