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Mellanox Technologies, Ltd. Corporate Overview

Mellanox Technologies, Ltd. Corporate Overview. Q1, 2007. About Mellanox Technologies. Fabless semiconductor supplier founded in 1999 Business HQ in California Research & Development and Operations HQ in Israel Global sales offices and support

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Mellanox Technologies, Ltd. Corporate Overview

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  1. Mellanox Technologies, Ltd.Corporate Overview Q1, 2007

  2. About Mellanox Technologies • Fabless semiconductor supplier founded in 1999 • Business HQ in California • Research & Development and Operations HQ in Israel • Global sales offices and support • Leading high-performance connectivity products for servers, storage and embedded systems • $117M raised in IPO - February 2007 • NASDAQ: MLNX • Profitable since 2005 • Shipped 1.7M+ 10 & 20Gb/s ports as of December 2006 • IBTA and OpenFabrics Industry Leadership

  3. Interconnect: A Competitive Advantage End-Users Servers And Blades Enterprise Data Centers • Clustered Database • Customer Relationship Management • eCommerce and Retail • Financial • Web Services Switches High-Performance Computing • Biosciences and Geosciences • Computer Automated Engineering • Digital Content Creation • Electronic Design Automation • Government and Defense Storage InfiniBand and Ethernet Embedded • Communications • Computing and Storage Aggregation • Industrial • Medical • Military Embedded

  4. COMPUTERS Leading Customers / Growing Markets Hardware OEMs Software Partners End-Users Enterprise Data Centers Servers Switches High-Performance Computing Storage Embedded Embedded

  5. ADAPTER ADAPTER SWITCH Comprehensive Solutions • Adapter ICs • Adapter Cards • Switch ICs • Reference Designs • Software • End-to-End Validation Blade/RackServers Storage Switch

  6. Adapter Product Roadmap 4th Generation Gen2 Adapter Two 10/20/40 Gb/s IB or Two 1/10Gb/s Ethernet 3rd Generation 20, 40Gb/s Total Adapter 40, 80Gb/s Total 480, 960Gb/s Total Switch 2nd Generation 40Gb/s Total Adapter 160Gb/s Total Switch 1st Gen. 40Gb/s Total Adapter + Switch 2000 2001 2002 2003 2004 2005 2006 2007

  7. Powerful Trends Drive Large Markets Clustering and Blades Virtualization Low-Latency Multi-Core CPUs Consolidation

  8. Addressing Large and Growing Markets 17.0M ports 10.6M ports Storage 4.7M Storage 2.6M Overall: 13% CAGR Servers: 11% CAGR Storage: 16% CAGR Embedded: 14% CAGR Embedded0.3M Embedded0.5M Servers 7.7M Servers 11.8M 2006 2010 Source: and

  9. 120 110 100 90 80 70 60 50 40 30 20 10 InfiniBand Leadership Performance Roadmap • Industry-Standard • Established software ecosystem • Wide range of system solutions • Price / Performance / Power • 20Gb/s node-to-node (40Gb/s in 2008) • 60Gb/s switch-to-switch (120Gb/s in 2008) • → 1us application latency • Lowest power per Gb/s bandwidth • Reliable • HW reliability and congestion management • Efficient • RDMA and Transport Offload • CPU focuses on application processing • Scalable • Tens-of-thousands of nodes • Service Oriented I/O • Security and Quality-of-Service • Virtualization • I/O consolidation including storage • HW protection and isolation Gigabits per second Switch-to-Switch 60Gb/s Node-to-Node 20Gb/s 10Gb/s Ethernet 8Gb/s FC 2004 2005 2006 2007 2008

  10. InfiniBand Leads Price/Performance *All prices are end-user, single unit prices InfiniBand Dual-port adapters include high availability option at no extra cost ! All prices are fixed format, stand-alone products All prices from CDW, March 07, except: 10GigE switch price from announced OEM product at 30% discount 4Gb Fibre Channel Switch price from Tolly report Additional information available upon request

  11. Data Center Resource Optimization • IB delivers 2.5X Price/Performance Advantage • 35% Price advantage vs. GigE • 62% Performance Improvement vs. GigE • World Record TPC-H benchmark with IB storage • IB advantages for virtualization • Reduce I/O Infrastructure cost 60% vs. GigE and FC • Reduce I/O Infrastructure power 27% vs. GigE and FC • IB used to connect mission-critical global risk management systems • 15% to 70% increased hardware utilization • Reduced TCO by $10M/year Source: Source: Source: May, 2006

  12. Mellanox Superior Application Performance ** Partial List** Platforms may vary, contact Mellanox for details

  13. Escalating Computing Needs Total # of CPUs in the Top500 (000s) Total Performance of the Top500 (TFlops) • Computing market growth and increasing number of ports • Diverse set of applications • Research, HPC, financial, semiconductor, retail, utility computing • First Petaflop cluster expected in 2007-2008 2000-2006 CAGR = 40% 2000-2006 CAGR = 85% Source:

  14. 6/05 6/05 11/05 11/05 6/06 6/06 11/06 11/06 6/05 6/05 11/05 11/05 6/06 6/06 11/06 11/06 6/05 6/05 11/05 11/05 6/06 6/06 11/06 11/06 InfiniBand Momentum / Ethernet Ubiquity Number of Clusters in Top500 • Trends from Top500 propagate to enterprise markets • InfiniBand is the only growing high speed interconnect • Majority of the largest supercomputers utilize InfiniBand • InfiniBand is the leading interconnect in the top 250 supercomputers (16%) (10%) 105% Number of Clusters in Top250 (48%) 169% (24%) Source:

  15. Connectivity Requirements Connectivity Requirements Proprietary Fibre Channel Ethernet InfiniBand Industry Standard Industry Standard Performance Performance Price Price Power Power Reliable Reliable Efficient Efficient Scalable Scalable Convergence on InfiniBand and Ethernet

  16. InfiniBand and Ethernet Expansion iSCSI Storage Current Architecture Ethernet Ethernet Switch Fibre Channel Fibre Channel Switch InfiniBand InfiniBand Switch InfiniBand Storage Fibre Channel Storage Converged Architecture with ConnectX – I/O Consolidation iSCSI Storage InfiniBand orEthernet InfiniBand or Ethernet Low Cost Bridge Fibre Channel Storage InfiniBand Storage

  17. The Management Team ASK Computer Systems

  18. Historical Annual Revenues ($M) $48.5 $42.1 $20.3 $10.2 $4.0 $1.7 2001 2002 2003 2004 2005 2006 Strong Revenue Growth

  19. Mellanox Differentiators • Expert Design • Advanced architecture and proven mixed-signal technology • Solid Execution and Product Quality • Silicon, Software, and Systems • Proven high-volume manufacturing capabilities • Well Established Relationships • Leading Server, Storage, Communications Infrastructure Equipment and Embedded System OEM customers • ISV Partners and 3rd Party Hardware Vendors • Direct interface to end-user customers • Experienced Team • Technical, Business and Management

  20. Summary • Leader in silicon-based, high-performance connectivity solutions • Market-wide adoption of InfiniBand • Servers/blades, storage and switch systems • Data Centers, High-Performance Computing, Embedded • Performance, Price, Power, Reliable, Efficient, Scalable • 4th Generation adapter extends connectivity to InfiniBand and Ethernet • Market leading performance, capabilities and flexibility • Driving key trends in the market • Clustering/blades, low-latency, I/O consolidation, multi-core CPUs and virtualization

  21. Thank You 21

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