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ONE WIRE Communications, Inc. Networking at 1 st Meter™ Corporate Overview

ONE WIRE Communications, Inc. Networking at 1 st Meter™ Corporate Overview. Introducing ONE WIRE Co mmunications. Launched October, 2001 Headquarters Portland, Oregon Status Privately held Financing Founders Business Silicon, software and board products

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ONE WIRE Communications, Inc. Networking at 1 st Meter™ Corporate Overview

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  1. ONEWIRECommunications, Inc.Networking at 1st Meter™Corporate Overview ONEWIRE Confidential

  2. Introducing ONEWIRE Communications • Launched October, 2001 • Headquarters Portland, Oregon • Status Privately held • FinancingFounders • BusinessSilicon, software and board products • Objective Provide solutions for 1st Meter connectivity ONEWIRE Confidential

  3. Introducing Ourselves • Vikas Aditya • More than 12 years of proven industry experience in Network Interfaces, switches and software solution • Director of SW Engineering for World Wide Packets (1+ year) • Manager/Technologist for Technology and Architecture Development – Intel Network and Communications group (7+ years) • Jing-Fan Zhang • More than 15 years of experience in silicon and ASIC design for Networking and Communication systems • Team leader for system on a chip solution for World Wide Packets • ASIC Manager/Team Leader for Intel’s Gigabit and ADSL silicon design ONEWIRE Confidential

  4. Introducing Ourselves • Jie Ni • More than 12 years of experience in ASIC and System design • HW Engineering Manager and Chief Architect for Advance Component Division of Intel Server Group • Team Leader/Architect for Intel Networking System Division ONEWIRE Confidential

  5. Connectivity for 1st Meter • ONEWIRE - One Architecture for • 10/100/1000 Ethernet, 1G/10G Ethernet and 1G/2G Fiber Channel • Server, desktop and mobile platform connectivity • Fabric for computing and communication systems • Unique solution • Leverages expertise in analog and digital design, and software • Flexible to handle existing and new protocols, future proof • Highly integrated, cost effective ONEWIRE Confidential

  6. What’s the Problem CPU Processor Bus AGP Memory Bridge Memory Graphics Processor and Memory bandwidths growing rapidly Hub Link I/O Bridge USB2.0 HD ATA Local I/O Bottleneck PCI/PCI-X LAN Interface Storage HBA Cluster Interface Connectivity requirements increasing. 1G->10G, 2G FC ONEWIRE Confidential

  7. More about the problem • Attempts to solve the problem • Use more wires (PCI-X) or different buses (HyperTransport, RapidIO) • Scale PCI using fabric from vendors such as StarGen and PLX • Offloading Protocol stacks into Network silicon (FC, TOE) • Changing Dynamics • 3GIO (a high speed serial bus) proposed to replace PCI • Storage networks and IP/Ethernet networks are converging • FC and Ethernet share the similar physical layer • ISCSI, IFCP protocols being implemented • Ethernet is the de-facto interconnect technology • 1G to desktop and 10G in data center coming very soon No general solution, each addressing a niche market segment, more expensive, and often proprietary ONEWIRE Confidential

  8. Background on 3GIO • Serial bus enabling high-speed connection between components • Offers increased bandwidth for emerging applications • Universal replacement for PCI • Announced 8/3/2001 – Approved by PCI-SIG • Proposed by Intel – Endorsed by Compaq, Dell, IBM and Microsoft • Several companies rush to join the working group • 3Com, 3DLabs, Adaptec, Agilent, Altera, AMD, ASUSTeK, ATI, Emulex, Foxconn, LSI Logic, Molex, NEC, NVIDIA, Phoenix, Radisys, SMSC, ServerWorks, SiS, Tektronix, TI and Xilinx The technology has staying power, 10 years would be its minimum life, and you probably imagine it going well beyond that" Roger Tipley, PCI-SIG president ONEWIRE Confidential

  9. Opportunity to ride a major transition 64Gbps 32Gbps • PCI to 3GIO transition • Cost players (Asante, Dlink) not expected to keep up • Bigger players (Intel, 3Com) likely to develop products but slow (reluctant) to cannibalize their cash cow businesses 16Gbps 3GIO 2.5Gbps x1 10Gbps x4 8Gbps Bandwidth PCI-X 133Mhz/64bit 8Gb/s 4Gbps PCI-X 66Mhz/64bit 4Gb/s PCI 64bit 2Gb/s PCI 32bit 1Gb/s 1Gbps • EISA to PCI transition – • Intel emerged as a strong player in the NIC market • SMC, AMD, National and many small players suffered EISA ISA Time (Relative) ONEWIRE Confidential

  10. The Opportunity • Trend towards dense server is clear • Total rack mounted share as % of total servers increased from 6% to 37% • 3U servers share decreased from 62% in Q1’99 to 16% in Q1’01 • 1U servers share increased from 2% to 40% for the same period • Ultra dense servers units to grow from 50K in 2001 to 2M in 2005 ($4.5B revenue) Need for high performance in a low footprint/low power package. ONEWIRE Confidential

  11. The Opportunity • Appliance Servers growing at a rapid 56% Year to Year growth rate • Revenues jump from $3.8B in 2001 to $31.4 in 2005 • NAS (Network Attached Storage) accounts for 55% share of appliance servers in 2005 High throughput and flexible Network/Storage Interface needed. ONEWIRE Confidential

  12. The Opportunity Silicon TAM (Dell’Oro) $1,800,000 $1,600,000 10GE $1,400,000 $1,200,000 $1,000,000 Silicon TAM ($K) 1GE $800,000 $600,000 10/100 Managed $400,000 $200,000 $- 1999 2000 2001 2002 2003 2004 • 1GE and 10GE drive bulk of revenue • Total 1GE adapter market expected to grow from $168M in 2001 to $1.7B in 2005 1GE at desktop and 10GE at servers offers a broad market potential ONEWIRE Confidential

  13. Market Segments • Mid to high range Servers Next generation (10G), High Throughput, Low CPU overhead, Investment Protection • Ultra-Dense (Blade) Servers Small form factor, Low Power, High speed internal interconnect • Business Desktop Low cost gigabit connectivity, High Performance • Business Mobile Small form factor, Low Power • Server Appliances High Throughput, Low CPU overhead, Unique features • Telecom/Network Systems 1G/10G network interfaces, rugged connectors, high speed fabric interconnect ONEWIRE Confidential

  14. Products • 3GIO Port Logic IP Revenue and Partnerships • 3GIO + 1G/10G Ethernet Controller Flexible, High Performance, solution for Server market segment • 3GIO + Wireless LAN Controller Low Power and small form factor for wireless LAN adapter • 3GIO + 1G/2G Fibre Channel Controller High Performance solution for Fibre channel market segment • 3GIO + 10/100/1G Ethernet Controller Small footprint, integrated product for desktop/mobile market segments • 3GIO Switch silicon For desktops/servers and communication chassis markets ONEWIRE Confidential

  15. ONEWIRE Network Interface Buffer Packet Processor and Data Mover Buffer Intelligent Packet Processor and Data Mover Logic Supports multiple logical flows Flexible Wire Interface (10/100/1000) (1G/10G/FC) 3GIO Port Logic (Multiple Ports) Multi-Port 3GIO Port Logic Flexible Network Interface SERDES SERDES Integrated SERDES Same Architecture blueprint leveraged across multiple products ONEWIRE Confidential

  16. ONEWIRE Switch Silicon Packet Processor and Data Mover Buffer Intelligent Packet Processor and Data Mover Logic Supports multiple logical flows 3GIO Port Logic (Multiple Ports) Multi-Port 3GIO Port Logic SERDES Integrated SERDES ONEWIRE Confidential

  17. ONEWIRE Software Applications SOCKETS interface Socket Service Provider ONEWIRE Software TDI interface Traditional Data Transfer ONEWIRE Data Transfer TCP/IP NDIS interface Device Driver LAN Interface ONEWIRE Confidential

  18. ONEWIRE Solution for End Stations CPU Subsystem CPU CPU Processor Bus Memory Bridge Memory I/O Subsystem 3GIO Switch I/O Bridge USB2.0 Graphics Local I/O PCI Configurable LAN/ Storage Interface S L O T S L O T ... • ONEWIRE - One Architecture • Flexible, Standards based • Future Proof ONEWIRE Confidential

  19. ONEWIRE Solution for Communication Systems Control Blade CPU CPU Processor Bus 3GIO Switch Memory Bridge Memory Line Blade (1) LAN Interface Fabric Blade(s) 3GIO Switch 3GIO Switch LAN Interface Line Blade (N) LAN Interface 3GIO Switch 3GIO Switch LAN Interface ONEWIRE Confidential

  20. Who will buy ONEWIRE solution • Server OEMs • IBM, HP, Compaq, Dell etc. • PC and Mobile Platform OEMs • IBM, Compaq, HP, Dell, Toshiba, Sony etc. • Server and Network appliance vendors • Network Appliance, Cisco, Checkpoint etc. • Ultra Dense server vendors • IBM, Compaq and many new players (RLX, Egenera) etc. • Communication system vendors • In SAN and Voice Gateway space ONEWIRE Confidential

  21. Why will they buy ONEWIRE solution • Industry focus is shifting towards serial interconnects for several reasons • Low pin count – Smaller board space • Low power • High Performance • ONEWIRE solution provides • High levels of integration – analog/digital • Complete optimized solution with best in class software • Time to market ONEWIRE Confidential

  22. Why will we win • Right Timing • 3GIO based products expected in later 2003 • We expect to tape out in fall 2002 coinciding with 3GIO specification release giving us a market leadership position • Right Team with relevant expertise and experience • Solid experience with Ethernet, LAN controllers, PCI and switching • Solid experience in building teams and delivering winning products • Right Location • Strong connections with Intel product and lab groups • Right Focus • Focused team skilled at solving this problem • Right Strategy • We are addressing a broad market that already exists • We plan to partner with right manufacturing vendors • We plan to target a few but large design wins by focusing on key customers ONEWIRE Confidential

  23. Competition • Legacy Bus architectures • PCI and PCI-X • Alternative Bus architectures • HyperTransport, RapidIO, StarGen • Incumbents • Intel – Market leader in Ethernet NIC space • Broadcom – Aggressively pursuing Ethernet NIC market • Qlogic, Emulex – Market leaders in FC and SAN space • Other emerging startups ONEWIRE Confidential

  24. Where are we so far • Engineering • Completed design of critical blocks • Finishing up rough area requirements for silicon • C level simulation started • Business • Market data collected indicating that there is a broad market potential • Feature level requirement definition started ONEWIRE Confidential

  25. Financial Plan • Seed Money (Target November’01) • Will allow us to demonstrate our design - Simulation model of silicon and working Software stack • Engage with early customers and fine tune the business model • Series A (Target June’02) • Will allow early manufacturing of silicon and boards • Put a working product in customer hands and go for design wins • Series B (Target March’03) • Ramp up volume manufacturing ONEWIRE Confidential

  26. Seed Money Requirements • Seeking $2M Seed financing • Expected to allow ONEWIRE to hire additional talent, procure tools and working space and demonstrate a working design in Q2’02 ONEWIRE Confidential

  27. Backup ONEWIRE Confidential

  28. Motivation for a new Serial bus • I/O bus hasn’t kept up to date with increase in processor speeds and Network speed • Processor subsystems going to 2Ghz and beyond • Networks scaling to 1Gbps for desktop and 10Gbps for servers • Requirements for I/O bandwidth are increasing • Network speed • Disk speed and Video bandwidth • Many point solution in place to solve a single set of problem • AGP, S-ATA, LPC, PCI-X • Serial interconnect within system is the solution • Concept already validated by many activities such as HyperTransport, StarGen, PLX, even switched Ethernet • 3GIO to bring a single/common solution around which industry is converging • Strong PCI roots • SW investment protected ONEWIRE Confidential

  29. Key Goals for 3GIO • Goals: • Broadly adopted industry solution • Spanning multiple segments: Desktop, Mobile, Server, Workstation, embedded and Communications • Chip-to-chip, board-to-board (plug-in adapters), docking • Industry leading performance and price/performance • Enable first product introductions in 2H ’03 • Provide Evolutionary path to future • Boot/run Windows* XP* without any changes • Non Goals: • Coherent interconnect for processors • Memory interconnect • Cable interconnect for cluster solutions ONEWIRE Confidential

  30. Key Requirements • Low cost, high volume • Cost at or below PCI cost structure at system level • Supports multiple market segments • Unifying I/O interconnect technology for Desktop, Mobile, Server, Communication platforms, Workstations and Embedded • PCI compatible software model • Boot Operating Systems, Configuration/Device Driver Interfaces • Advanced Features • Power management, QoS, Hot Attach/Detach, RAS • Performance • Scalable performance • High Bandwidth/pin, Low overhead and Low latency ONEWIRE Confidential

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