1. Hardware Trends and Technologies: New Industry Opportunities and Customer Experiences Jeff Westerinen Director, Architecture and Development Windows Hardware Innovation Group Microsoft Corporation

2. Session Goals Panel discussion on directions, trends and inflections in the hardware industry and opportunities this presents

3. Today’s Panelists Rob Enderle, Enderle Group President and founder of Enderle Group. Provides regional and global companies with guidance in how to better target customer needs, create new business opportunities, anticipate technology changes, select vendors and products, and practice zero dollar marketing. Roger Kay, IDC Vice President of Client Computing Has responsibility for covering technological, market, and competitive developments related to desktop and portable personal computers. In his capacity as leader of the PC client team, Mr. Kay authors research on competition, technology, and markets in the PC business; produces forecasts; speaks at IDC and other industry forums; contributes to consulting projects; and advises PC industry participants on desktop and notebook matters. Steve Kleynhans, Gartner Vice President of Client Platforms Group An authority on personal computing strategies, including vendor assessment, desktop/server platforms, technical architecture, and product selection and integration. He also specializes in various aspects of rich media production, corporate best practices, authoring, studio production, publishing, and sourcing options. Dan Kusnetzky, IDC Vice President of System Software Research Responsible for research and analysis on the worldwide market for operating environments and the fabric of distributed computing software known as the virtual environment which is the foundation of Dynamic IT for the Dynamic Enterprise. The operating environments include Windows, Unix, Linux, and other single user and multi-user operating environments.

4. Definitions: Trends and Inflections Trend: Gradual improvement over time E.g. Moore’s Law (technology trend) Inflection Point: “a time in the life of a business when its fundamentals are about to change*” Technology: A change in underlying HW or SW technology Business: A change in macro or micro business processes User: A change in the way users employ technology *Andrew S. Grove, “Only the Paranoid Survive” http://www.intel.com/pressroom/kits/bios/grove/paranoid.htm http://www.intel.com/pressroom/kits/bios/grove/paranoid.htm

5. Deconstructing Computing System Hardware

6. Example trends and inflections Moore’s Law Multi-core processors Virtual machines GPUs getting powerful

7. Example trends and inflections Large HDDs Flash memory USB Flash Devices iSCSI

8. Example trends and inflections Pervasive 802.11 Cellular - 3G/4G IP Convergence UWB

9. Example trends and inflections Speech recognition New display technologies PC in the living room Cell phones with cameras (and more) Ultra portable clients

10. Example trends and inflections Battery improvements Fuel cells Power efficient hardware

11. Questions from the floor

12. Discussion Summary