Burger/PentairOct2006ATCAPackagingSolutions:FromtheCoretotheEdgeLaurieBurgerDirector,BusinessDevelopmentPentair/SchroffOctober2006Burger/PentairOct2006TelecommunicationsLandscapeDigitalHomeDigitalEnterpriseBroadbandConnectionsRNCMediaGWDSLAMWiMAXAPEnterpriseApplicationsBroadbandConnectionsTelecomServicesEdgeApplicationsATCAmicrotcaEdgeApplicationsCMTSBurger/PentairOct2006WhyATCAvsMicroTCA?§Performance-ATCAwillofferhigheroverallperformance§Price-MicrotcaLowerASP(AverageSellingPrice)andtypicallyCAPEXentrypoint§FormFactor-manyedgeapplicationsrequiresmallersolutionCourtesyVDCBurger/PentairOct2006TelecomCoreApplications§TelcoServersuNEBS(NetworkEquipmentBuildingStandards)compliantserversuCarrierGradeServers–usedtosupportcarriernetworksbutnottypicallyNEBScompliantTelecomServicesBurger/PentairOct2006TelcoSolutionsBurger/PentairOct2006TelecomCoreApplications§Featuresu48VDCuCentralofficeuHighAvailability(5or69’s);nosinglepointoffailureuRedundancyinchassisuServiceabilityuNEBSCompliant/CertifieduHighReliabilityOperatingSystemsuTypicallyHigherCostthanEnterpriseSolutionsTelecomServicesBurger/PentairOct2006TelecomCoreApplications§ChassisFeaturesuShelfManagementuRedundantcoolinguRedundantPowerEntryuBackplane-DualStartoFullMeshFabricuBusedorRadialIPMBuRTMMountingprovisionsuAirFilteruBaseInterfaceBurger/PentairOct2006ATCASolutionsforTelecomApplications§14SlotNEBSReadyu12Uor13UuFullMeshorDualStaruBusedorRadialIPMBuShelfManagementOptionsincludingPigeonPointShMM500uOptionfor“NoBackAccess”requirementsBurger/PentairOct2006ATCASolutionsforTelecomApplications§16SlotNEBSReadyu13U–typicallyforETSIor23”rackmountapplicationsuTargetEMEAmarketuFullMeshorDualStaruBusedorRadialIPMBuShelfManagementOptionsincludingPigeonPointShMM500uShelfAlarmPanelBurger/PentairOct2006ATCASolutionsforTelecomApplications§6SlotHighAvailabilitySolutionuStarterlevelsolutionuFullRedundancyuBusedorRadialIPMIuDualstartoTripleReplicatedMeshBurger/PentairOct2006EnterprisevsTelecom–HowDoTheyDiffer?uPriceExpectationsuInstallationLocationuPoweruOperatingSystemuAvailabilityuNEBSuVolumeEnterpriseApplicationsTelecomServicesButthedifferencesarediminishingBurger/PentairOct2006EnterprisevsTelecom§EquipmentprovidersfromnetworkingandIPinfrastructureplayinganincreasinglyimportantroleBurger/PentairOct2006EnterpriseSolutions§Keyapplicationsincludenetworksecurity,building/campusnetworkinfrastructureincludingwireless,businessdatacenters§Keyfeatures:uACuRedundancyatchassislevelforsmallersolutions(2-6Slots)uShelfManagementwithreducedfeaturesetuLowertargetpricesBurger/PentairOct2006MovingTowardstheEdge§Goal:getdataasclosetotheuseraspossibleuAreaofsignificantinfrastructurebuildupuServerFarms/ISP/DataProvidersEnterpriseApplicationsTelecomServicesDataDataBurger/PentairOct2006§Why?–MusicDownloads–VideoDownloads–Streamingfeeds–Gaming•AmountofdatatobetransmittedisincreasingexponentiallyGoal–decentralizeserverstospeedtransmission,reduceexpensiveuplinksTriplePlayDrivingDemandBurger/PentairOct2006ATCAandMicroTCAFittheBill§PerformanceuHighSpeedFabricprovidesthebandwidthuServiceabilityandAvailabilityuScalability§Power§FormFactor§TimeToMarket§OpenArchitecture–3rdPartysourcingBurger/PentairOct2006TheEdgeBroadbandConnectionsRNCMediaGWDSLAMWiMAXAPEnterpriseApplicationsBroadbandConnectionsTelecomServicesEdgeApplicationsEdgeApplicationsATCAmicrotcaBurger/PentairOct2006DecisionFacters§Performance§Price§Size§PowerATCAmicrotcaBurger/PentairOct2006DecisionFactors§CostperservicepointATCAmicrotcaBurger/PentairOct2006$-$10$20$300510152025ServiceRevenue$0.02$1.2$2.2$4.0$7.2$13.0$23.4EquipmentRevenue$0.27$0.47$0.80$1.38$2.37$4.07$7.00ServiceSubscriber1.72.63.96.09.214.021.32006200720082009201020112012EmergingApplication-Wimax§Wimax:uProvidesLowCostFixedWirelessaccessuTripleQuadruplePlay•NeedtodeliveryVoice,TV,Internetviawirelessanywhere•ProvidesLowCostFixedWirelessaccess•Highgrowthsector•Wimaxwillrequiremajorincreaseinbwofwirelessservicesatedge;andstressdataquality/integrityBurger/PentairOct2006Wimax§Drivesneedfor:uNetworkSecurity-SwitchesuVoiceQuality-RoutersuDataTransmission-AnalyzersMicroTCAATCARepeatersBaseStationsSwitchesRoutersBurger/PentairOct2006WimaxVendors§Manytier2companiestargetingwimaxinadditiontoTEP’sBurger/PentairOct2006WimaxSolutions§RangeofsolutionsuATCAACsystemsforenterpriseapplicationsuATCANoBackaccesssolutionsforlimiteddepthrequirementsuMicrotcaenterpriseandoutdoorsolutionsBurger/PentairOct2006EmergingApplications–Enterprise§NetworkSecurityuOnwirelessdevicesuForembeddedapplicationsuFeatures•ACandDC•Scalable•Highspeed§VoiceQualityuForIPbasedtelephonyuWebconferencingBurger/PentairOct2006Summary§AtcaandMicrotcawillcoverawiderangeofapplicationsintheCommunicationsLandscape§Derivatives(non-NEBS,AC)willleveragearchitecture§Challengesstillremainininteroperabilityandproduct“hardening”tomeetdemandingcommunicationsrequirements§ProprietarysolutionsOpenArchitectureBurger/PentairOct2006EconomyTechnologyMarketNeed$0$20,000$40,000$60,000$80,000$100,000$120,000$140,000$160,000WorldTeledatacomEquipmentForeca