Get documents about "Systems in Sun Microsystems Strategies for Growth
Document Sample
Systems in Sun Microsystems:
Strategies for Growth
Mark Tolliver
Executive Vice President
Marketing and Strategy, and Chief Strategy Officer
This presentation contains projections and other forward-looking statements
regarding future products and services, opportunities, results or financial
performance of Sun Microsystems, Inc., including statements related to strategies
for growth, forces shaping enterprise computing, delivering on Sun’s strategy,
driving a recurring lifestyle, delivering recurring revenue, with increasing
advantage for Sun, growing our systems share, redefining enterprise-class servers,
market initiatives, straight through marketing, market opportunities, revenue
growth, and 2004 priorities. These statements are predictions only and actual
results could differ materially. Factors that might cause actual results to differ
include risks associated with developing and marketing new products and services,
lack of acceptance of new products and services, cancellation or delay of projects,
products and services or delay in other initiatives, increased competition, failure to
attract and retain key employees and uncertain macroeconomic conditions in the
US and internationally. These and other risks are detailed from time to time in
Sun’s periodic reports that are filed with the Securities and Exchange Commission,
including Sun’s annual report on Form 10-K for the fiscal year ended June 30, 2003
and our quarterly reports on Form 10-Q for the fiscal quarters ended September 28,
2003 and December 28, 2003.
Sun Proprietary/Confidential: Internal Use Only
Agenda
2004 context for Sun’s strategy
Growing our systems share
Market initiatives
Sun Proprietary/Confidential: Internal Use Only
Forces Shaping Enterprise
Computing
● Industry economics
● Evolution of open source:
Price, M&A, IP
● Adaptive, autonomic, on-demand, N1 ... TM
● Desktop security and cost
Sun Proprietary/Confidential: Internal Use Only
Voice of Customer
“What technology investments will be the most
significant...over the next 12-18 months?”
Security 4.23
More cost effective,
scalable, secure, 1.94
reliable IT services
Disaster recovery 1.68
Reduce cost & simplify 1.65
IT infrastructure
Improve customer 1.53
service
Source: Sun Voice of Customer surcey Sun Proprietary/Confidential: Internal Use Only
Delivering On Sun’s Strategy
Accelerate
Attack Cost and Network Service Mobility with
Complexity Deployment Security
● X86 product line ● J2EE 1.4 – Java Web Services
TM TM
● Java back on the desktop
● Centerrun acquisition ● Java Enterprise System ● Pixo acquisition
● UltraSPARC IV servers ● Waveset Acquisition ● Java Desktop System
● Solaris OS availability /
TM
● Sun Ray 2.0
TM
utilization features ● Java Card TM
Sun Proprietary/Confidential: Internal Use Only
Driving a Recurring Lifecycle
Accelerate
Attack Cost and Network Service Mobility with
Complexity Deployment Security
Provision Create Re-usable Deploy on
and Manage Java Web Services Networked
from the N1 Grid
TM
Devices
Sun Proprietary/Confidential: Internal Use Only
Delivering Recurring Revenue
Accelerate
Attack Cost and Network Service Mobility with
Complexity Deployment Security
$/System $/Dev seat $/Device
$/Employee
Sun Proprietary/Confidential: Internal Use Only
With Increasing Advantage
for Sun Accelerate
Attack Cost and Network Service Mobility with
Complexity Deployment Security
Innovation Leadership in Java Disruptive
Choice Platform and Opportunity
Value Network Identity with New
Network Clients
Sun Proprietary/Confidential: Internal Use Only
Agenda
2004 context for Sun’s strategy
Growing our systems share
Market initiatives
Sun Proprietary/Confidential: Internal Use Only
A Year Ago at Sun’s Analyst
Conference:
Sun Proprietary/Confidential: Internal Use Only
September February
2000 2004
UltraSPARC E220R V240 (1P) HP DL380-G3 (1P)
2P Server $9,995 $3,495 $4,451
Sun Proprietary/Confidential: Internal Use Only
September February February
2000 2004 2004
UltraSPARC E220R HP DL380-G3 (1P)
2P Server $9,995 $4,451
Netra TM
UltraSPARC Netra t1120 HP cc3310 (1P)
2P Telecom Server $9,995
240 (1P) $8,799
$6,995
Sun Proprietary/Confidential: Internal Use Only
September February February
2000 2004 2004
UltraSPARC E220R V240 (1P) HP DL380-G3 (1P)
2P Server $9,995 $3,495 $4,451
UltraSPARC Netra t1120 HP cc3310 (1P)
2P Telecom Server $9,995 $8,799
Intel Xeon 2P B200x HP BL20p G2
— $4,186/Blade
x86 Blade Server $4,679
Sun Proprietary/Confidential: Internal Use Only
September February February
2000 2004 2004
UltraSPARC E220R V240 (1P) HP DL380-G3 (1P)
2P Server $9,995 $3,495 $4,451
UltraSPARC Netra t1120 Netra 240 (1P) HP cc3310 (1P)
2P Telecom Server $9,995 $6,995 $8,799
Intel Xeon 2P —
HP BL20p G2
x86 Blade Server Sun $4,679
StorEdge EMC CX600
Storage — 6320 $.10/MB
$.08/MB
Sun Proprietary/Confidential: Internal Use Only
September February February
2000 2004 2004
UltraSPARC E220R V240 (1P) HP DL380-G3 (1P)
2P Server $9,995 $3,495 $4,451
UltraSPARC Netra t1120 Netra 240 (1P) HP cc3310 (1P)
2P Telecom Server $9,995 $6,995 $8,799
Intel Xeon 2P —
B200x HP BL20p G2
x86 Blade Server $4,186/Blade $4,679
Storage EMC CX600
—
$.10/MB
UltraSPARC E420R (2P) V440 (2P) Dell PE 6650 (2P)
4P Server $38,995 $9,995 $10,818
Sun Proprietary/Confidential: Internal Use Only
September February February
2000 2004 2004
UltraSPARC E220R V240 (1P) HP DL380-G3 (1P)
2P Server $9,995 $3,495 $4,451
UltraSPARC Netra t1120 Netra 240 (1P) HP cc3310 (1P)
2P Telecom Server $9,995 $6,995 $8,799
Intel Xeon 2P —
B200x HP BL20p G2
x86 Blade Server $4,186/Blade $4,679
Sun StorEdge 6320 EMC CX600
Storage — $.08/MB $.10/MB
UltraSPARC E420R (2P) Dell PE 6650 (2P)
4P Server $38,995 $10,818
Sun Blade TM
UltraSPARC Sun Blade 1000 (1P) 2500 HP zx6000
2P Workstation $9,995 $9,582
$7,595
Sun Proprietary/Confidential: Internal Use Only
September February February
2000 2004 2004
UltraSPARC E220R V240 (1P) HP DL380-G3 (1P)
2P Server $9,995 $3,495 $4,451
UltraSPARC Netra t1120 Netra 240 (1P) HP cc3310 (1P)
2P Telecom Server $9,995 $6,995 $8,799
Intel Xeon 2P —
B200x HP BL20p G2
x86 Blade Server $4,186/Blade $4,679
Sun StorEdge 6320 EMC CX600
Storage — $.08/MB $.10/MB
UltraSPARC E420R (2P) V440 (2P) Dell PE 6650 (2P)
4P Server $38,995 $9,995 $10,818
UltraSPARC Sun Blade 1000 (1P) HP zx6000
2P Workstation $9,995 NEW! $9,582
AMD Opteron V20z IBM e325
—
2P x86 Server $2,795 $3,584
Sun Proprietary/Confidential: Internal Use Only
Sun Systems Today
Sun Proprietary/Confidential: Internal Use Only
SPARC or x86?
Solaris or Linux?
Sun Proprietary/Confidential: Internal Use Only
SPARC and x86
Solaris and Linux
Sun Proprietary/Confidential: Internal Use Only
Enterprise Systems
SPARC / Solaris
● Sun Services
● ISV Support
● Java
Enterprise
System
● Solaris 10
● Throughput
Architecture
and Roadmap
Sun Proprietary/Confidential: Internal Use Only
Enterprise Systems
SPARC / Solaris
The industry’s highest
volume, most innovative
network computing
platform, with unmatched
investment protection
Sun Proprietary/Confidential: Internal Use Only
Redefining Innovation + Investment
Enterprise-class Protection =
Servers “Big Gain, No Pain”
First Throughput
Solaris Computing
UltraSPARC IV Systems
SMP Architecture 2X Performance
Java Technology
50% Price/
Java Enterprise Performance
System
Improvement
Threaded
Applications
“In-flight” Upgrade
Sun Proprietary/Confidential: Internal Use Only
Enterprise Systems
SPARC / Solaris x86 / Linux
● Sun Services ● Sun Services
● ISV Support
● JES, JDS,
● Java
Enterprise Grid Engine,
System Java Studio...
● Solaris 10
● Throughput ● Extreme
Architecture Performance
and Roadmap x86 Systems
Sun Proprietary/Confidential: Internal Use Only
Enterprise Systems
SPARC / Solaris x86 / Linux
Extreme Linux
performance from the
leader in UNIX systems
Sun Proprietary/Confidential: Internal Use Only
Enterprise Systems
SPARC / Solaris x86 / Solaris x86 / Linux
● Sun Services ● Sun Services ● Sun Services
● ISV Support ● ISV Support
● JES, JDS,
● JES, JDS,
● Java
Grid Engine, Grid Engine,
Enterprise
Java Studio... Java Studio...
System
● Solaris 10 ● Solaris x86
● Throughput ● Extreme
Architecture ● Extreme Performance
and Roadmap Performance x86 Systems
x86 Systems
Sun Proprietary/Confidential: Internal Use Only
Enterprise Systems
SPARC / Solaris x86 / Solaris x86 / Linux
The unmatched security,
availability, and utilization
of Solaris with the extreme
performance of Sun x86
systems
Sun Proprietary/Confidential: Internal Use Only
Sun Fire V20z
TM
Starting at $2,795
Lowest Priced
64-Bit x86 Server
Powers Solaris
and Linux OS up
to 45% Faster
Faster Than Nearest
Competing 2P Server
Linux
Sun Proprietary/Confidential: Internal Use Only
Enterprise Systems
SPARC / Solaris x86 / Solaris x86 / Linux
Sun Proprietary/Confidential: Internal Use Only
Enterprise Systems
SPARC / Solaris x86 / Solaris x86 / Linux
OPTIMIZED
Sun Proprietary/Confidential: Internal Use Only
Enterprise Systems
SPARC / Solaris x86 / Solaris x86 / Linux
UNIFIED
OPTIMIZED
Sun Proprietary/Confidential: Internal Use Only
Agenda
2004 context for Sun’s strategy
Growing our systems share
Market initiatives
Sun Proprietary/Confidential: Internal Use Only
Efficient, Repeatable
Business Solutions
●Solutions
Methodology:
●Architect, Reference ●iForce Center Customer
Implement, Architectures Proof of Ready Advanced
Sun Systems Manage and Solutions Concept Systems Services
●
Sun Proprietary/Confidential: Internal Use Only
Over 30 Reference Architectures
and Solutions
Security Streamlining Operations
● Security Network Access ● Availability
Platform ● Enhanced Communication
● Network Identity ● Enterprise Continuity
● Anti-Virus ● Infinite Mailbox for
● Secure Web Server Lotus Notes
● Secure Application Firewall ● Integrity Insurance
● Messaging Internet
Resource Optimization Data Center
● Enterprise Consolidation ● Spare Parts Planner
● Mainframe Migration ● Supply Chain Management
● Grid Computing
● Enterprise Messaging Competitive Advantage
Consolidation ● Business Intelligence
● Enterprise Messaging for ● Application Services
Oracle Collaboration Suite ● Mobile Location Services
● Enterprise Data Warehouse ● Retail Banking
● Enterprise Data Integration
Sun Proprietary/Confidential: Internal Use Only
Reference Architectures,
Solutions, Services
Enterprise Data Save $1M PerTerabyte Data
Spare Parts 35% Savings
Warehouse Planning
Enterprise
Messaging $3M Annual Savings Secure Network
Consolidation $100M: 5-year Savings
Access Platform
Sun Proprietary/Confidential: Internal Use Only
“Straight Through”
●Solutions Reference ●iForce Center Customer
● Methodology Architectures Proof of Ready Advanced
●“AIM” and Solutions Concept Systems Services
Market
Opportunities
Selections
Sun Proprietary/Confidential: Internal Use Only
“Straight Through”
Marketing
and Branding
●Solutions Reference ●iForce Center Customer
● Methodology Architectures Proof of Ready Advanced
●“AIM” and Solutions Concept Systems Services
Market
Opportunities
Selections
Sun Proprietary/Confidential: Internal Use Only
Sun Proprietary/Confidential: Internal Use Only
“Straight Through”
Marketing
and Branding
●Solutions Reference ●iForce Center Customer
● Methodology Architectures Proof of Ready Advanced
●“AIM” and Solutions Concept Systems Services
Market
Opportunities
Selections
eMarketing
Sun Proprietary/Confidential: Internal Use Only
Sun Proprietary/Confidential: Internal Use Only
“Straight Through”
Marketing
and Branding
●Solutions Reference ●iForce Center Customer Sales
● Methodology Architectures Proof of Ready Advanced Focus
●“AIM” and Solutions Concept Systems Services
Market
Opportunities
Selections
eMarketing
Sun Proprietary/Confidential: Internal Use Only
“Straight Through”
Marketing
and Branding
●Solutions Reference ●iForce Center Customer Sales
● Methodology Architectures Proof of Ready Advanced Focus
●“AIM” and Solutions Concept Systems Services
Market
Opportunities
Selections
eMarketing Channel
Programs
Sun Proprietary/Confidential: Internal Use Only
“Straight Through”
Marketing
and Branding
●Solutions Reference ●iForce Center Customer Sales
● Methodology Architectures Proof of Ready Advanced Focus
●“AIM” and Solutions Concept Systems Services
Market
Opportunities
Revenue
Selections Growth
eMarketing Channel
Programs
Sun Proprietary/Confidential: Internal Use Only
ENTERPRISE CONSOLIDATION
Sun Proprietary/Confidential: Internal Use Only
COMPETITIVE MIGRATION: HP AWAY
Sun Proprietary/Confidential: Internal Use Only
SERVICE DELIVERY PLATFORM
Sun Proprietary/Confidential: Internal Use Only
Leadership in Network Computing
● Sun supports 100% of the global manufacturers
on the Fortune 500
● 80% of the biggest health care insurers run on Sun
● 86% of the top automakers run on Sun
● Over 80% of the world’s major airlines depend on Sun
● All Fortune 100 oil and gas companies use Sun systems
Sun Proprietary/Confidential: Internal Use Only
2004 Priorities
● Volume server growth opportunities
● Software, storage, services attach
rate opportunities
● Solutions process as an increasing
advantage
Sun Proprietary/Confidential: Internal Use Only
Systems in Sun Microsystems:
Strategies for Growth
mark.tolliver@sun.com
Transforming Innovation
Into Customer Value
Sun Analyst Summit 2004
Related docs
