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10/31/06

EMC to Acquire Avamar

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EMC + Avamar

Defuse the explosion of data with global de-duplication technology– Radically reduce the media, network, and time required for backup

Alter the fundamental economics of disk vs. tape– Accelerate shift to disk as primary medium for backup

Deliver new levels of cost-effective data protection– Data center to the “edge”

Disruptive Technology Transforms Data Protection

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Status: Deal signed; Close within 30 days

Price: $165 million

Headquarters: Irvine, CA

Ownership: Founded in 1999; Privately held

Employees: 100

Management: Ed Walsh, CEO. Veteran management team

Organization: Integrated into EMC InformationManagement Software

Web site: www.avamar.com

Direct, OEM, VAR, SI, MSPChannels:

Medium-sized businesses tolarge enterprises; SMB viaMSPs

Market Segments:

Arsenal Digital, AT&T, Verizon& Nortel

Key Partners:

400+ including; Adaptec,Qualcomm, Morgan Stanley,

Customers:

Provider of Axion data protection softwarePatented technology provides industry leading data de-duplication

Products:

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Key Technology

Break data into atomics (sub-file, variable-length segments of data)

Send and store each atomic only once

Secure data vault

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Global Data De-duplication

…300x or more dailydata reduction

At the Source – de-duplication before data is transported across the network

At the Target – assures coordinated de-duplication across sites, servers and over time

Most Granular – smallest variable-length segments guarantees most effective de-duplication

At the Source – de-duplication before data is transported across the network

At the Target – assures coordinated de-duplication across sites, servers and over time

Most Granular – smallest variable-length segments guarantees most effective de-duplication

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Global De-duplication

Avg. Daily Data Backup as % of Primary Storage

Yields Significant Results

0.78%

22.39%

5.12%

Full + IncrementalBackups

Block-Based Replication

Global De-dup

~7x$8

$22$36

$50$64

$5$19

$38

$115

$230

1 week 1month 2 months 6 months 1 year

Retention Period

Global De-dupe Tape

Cost parity (or better) with tape for retentions >1 month

$8$22

$36$50

$64

$5$19

$38

$115

$230

1 week 1month 2 months 6 months 1 year

Retention Period

Global De-dupe Tape

Cost parity (or better) with tape for retentions >1 month

Assumptions• 1 TB production data• Tape cost: $3/GB• ATA Disk cost: $10/GB• Daily change rate: 10%• Weekly full backups for tape

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Customer Examples

6.13573588xWindows file systemsA

104.2783175xMix of Linux file systems & databasesE

80.09583120xMix of 20% databases,

80% file systems (Windows & Unix)

D

24.23265135xEngineering files on

NetApp Filers (NDMP backups)

C

11.7

Amount of Data Moved Daily

(GB)

5097434xMix of Windows, Linux & Unix file systemB

Amount of Primary Data

(GB)Reduction Factor Data MixCustomer

Source: Avamar

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Flexible deployment

For the edge– Radically reduce LAN/WAN traffic during backup– Centralize data protection across existing IP WANs– SaaS offering via MSP partners

For the data center– Dramatically reduce backup times– Drastically reduce volume of data backed up– Full back ups – “One and Done”

From the Edge to Data Center

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Archive• Centera-based

compliance solutions

Archive• Centera-based

compliance solutions

Protection Options Secure Data Vault Lifecycle Integration

Global de-duplication efficiency

Self-healing storage grid

Secure, encrypted store for months of backups

File system access to every version

Full text search for eDiscovery

Infoscape integrates to classify and index

Global de-duplication efficiency

Self-healing storage grid

Secure, encrypted store for months of backups

File system access to every version

Full text search for eDiscovery

Infoscape integrates to classify and index

Centera

Branch/Remote Offices• Client-side de-duplication• In-flight encryption• Automated laptop &

desktop protection

Branch/Remote Offices• Client-side de-duplication• In-flight encryption• Automated laptop &

desktop protection

Software-as-a-Service• MSP platform for SMB,

SOHO, and Consumer data protection

Software-as-a-Service• MSP platform for SMB,

SOHO, and Consumer data protection

Disaster Recovery Site• Full function vault • WAN-efficient copy• Single DR site supports

multiple data centers

Disaster Recovery Site• Full function vault • WAN-efficient copy• Single DR site supports

multiple data centers

wanwan

Data Center• Backup window problems• Efficient NDMP backup• VMware backup

Data Center• Backup window problems• Efficient NDMP backup• VMware backup wanwan

EMC’s Foundation for Enterprise Data Protection

Backup integration• Seamless operation with

existing tape backup• Bulk media option

Backup integration• Seamless operation with

existing tape backup• Bulk media option

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The Avamar Difference

Best Technology: – Sub-file segmented data de-duplication– Global de-duplication– Core to edge

Enables Compliance: – Secure Global Data Vault– Indexed and Searchable– Encrypted data transfer– No tapes to lose

Seamless: – Operates with existing backup

infrastructure

Proven: – 400+ deployments

“Avamar has a game changing solution. Through their innovative technology,

we have been able to rethink our backup,

recovery and replication infrastructure

providing Morgan Stanley better local and remote

recovery at a greatly reduced TCO.

- Guy Chiarello, CTO/CIO, Morgan Stanley

CIO InnovationAwardCIO InnovationAward

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Avamar & EMC

Patented, advanced technology + industry leadershipAccelerates time to market for in-demand solutionsAttacks incumbents & challengers with significant competitive advantages

Vision + Execution = Transformation

Strategic Impact

Promises an inflection point in disk-based data protectionTraditional backup methodologies no longer as compellingEMC now uniquely positioned to drive this sea-change