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Sarah Friar

Sarah Friar. Managing Director, Senior Software Analyst Goldman Sachs. Agenda. Macro Backdrop and Key IT Themes. Information Security Ramifications. 3. Setting the Scene. Macro backdrop improving; emerging market growth strong CIO spending plans healthy; corporate balance sheets cash rich

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Sarah Friar

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  1. Sarah Friar Managing Director, Senior Software Analyst Goldman Sachs

  2. Agenda Macro Backdrop and Key IT Themes Information Security Ramifications 3

  3. Setting the Scene Macro backdrop improving; emerging market growth strong CIO spending plans healthy; corporate balance sheets cash rich Technology and M&A landscape as vibrant as 2000 Cloud shift dramatic; similar to mainframe/ client-server/ Internet shifts Mobility and Social changing the face of computing as we know it Significant ramifications for security 4

  4. IT Spending Expectations Normalizing 5

  5. CIO data very healthy; back to 2007 levels 6

  6. Theme 1: Cloud shift significant What percentage of your enterprise compute workload (excluding SaaS applications) is delivered via external (outside the firewall) cloud computing providers (e.g., Amazon EC2, Rackspace Cloud, Google AppEngine, Microsoft Azure, etc.) and where do you anticipate that percentage will be three years from now? Source: Goldman Sachs IT Spending Survey.

  7. Theme 2: Unstoppable shift to SaaS SaaS remains largely underpenetrated, hence we expect it to grow at 4X the rate of on-premise, as early hurdles have been mostly cleared and the downturn focused attention on the strong ROI case. Growth in SaaS vs. on-premise enterprise applications and SaaS as a % of total Source: IDC, Goldman Sachs Research estimates

  8. Theme 3: Mobility everywhere Mobile data growth is significantly out-pacing overall IP traffic growth. . Per Cisco’s Visual Networking Index from June 2010 mobile data traffic is expected to double every year through 2014, increasing 39 times between 2009 and 2014. Rise of tablets and smartphones, taking the PC world by storm Units in millions Source: Goldman Sachs Research estimates

  9. Theme 3: Software gets “social” Social software market is nascent, but growing Market for social applications, $ millions Source: IDC

  10. CIOs at Fortune 1000 also warming up to social Do you currently make use of social software in your enterprise? If yes which vendors ? Source: Global Sachs IT Survey

  11. Theme 5: M&A will continue unabated Tech consolidators have ample cash and the software group has more potential takeout candidates than any other sector… Market capitalization of GS Technology coverage with an M&A score of 1 or 2 versus cash of tech consolidators ($ billions) as of 12/31/2010 Source: Goldman Sachs Research, FactSet. Note: Apple's cash balance includes $25 billion in long-term marketable securities.

  12. Theme 5: Heat map of consolidators Source: Goldman Sachs Research estimates. Prices as of 12/31/2010.

  13. Security backdrop

  14. Good news: Security spending more stable overall 16

  15. But the Industry is maturing – so $$$ need direction Is your % of security spending as a % of overall IT spending increasing or decreasing or staying the same? 17

  16. Spending priorities – Mobility #1; identity, and data protection top of mind Please indicate how you expect your spending to change for each product area over the next 12 months, relative to current levels 18

  17. Security morphing into the fabric of IT Customers want “Secure Products” not “Security Products” M&A activity has shifted the security discussion inside of larger IT giants RSA =>EMC Oblix, Crosslogix, etc => Oracle ArcSight => HP ISS =>IBM Defense companies also buying. Harris => Signacert More likely to see platforms continue to expand than new, sizeable companies created. 19

  18. Security threat shifting to a new battlefield • Aurora, Zeus, Google’s China issue, most recently Stuxnet have sparked Advanced Persistent Threat awareness • Public and private sectors compelled to work together • Stakes are very high.

  19. Questions

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