Cisco Strategy: Seeds of Growth Jayshree Ullal Senior Vice President / General Manager
UBS EIGHTH ANNUAL GLOBAL COMMUNICATIONS CONFERENCE JU_UBSWarburg_111 703
© 2003 Cisco Systems, Inc. All rights reserved.
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Required GAAP Reconciliation and Forward-Looking Statements GAAP RECONCILIATION During this presentation references to financial measures of the Company will include references to pro-forma financial measures. Cisco provides a complete reconciliation between GAAP and proforma financial information on our website at www.cisco.com in the “Investor Relations” section www.cisco.com/go/gaap_recon
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© 2003 Cisco Systems, Inc. All rights reserved.
FORWARD-LOOKING STATEMENTS This presentation may contain projections or other forward-looking statements regarding future events or the future financial performance of the Company. These projections or statements are only predictions. Actual events or results may differ materially from those in the projections or other forward-looking statements. Please see the Company’s Annual Report to Shareholders and its filings with the SEC, including its most recent filings on Forms 10-K and 10-Q, each as it may be amended from time to time, for a discussion of important risk factors that could cause actual events or results to differ materially from those in the projections or forwardlooking statements
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Agenda • Networking Trends • Cisco Datacenter • Cisco Advanced Technologies • Home Networking • Cisco SP/Enterprise Linkage • Summary
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From Networking Connectivity
LAN
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WAN
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To IP Evolution
Scale Services
Scale Networks Scale Devices
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Cisco Device Networked Applications
Mobile
VoIP Scale Applications
SAN
Optical
Scale Networks Scale Devices
CDN JU_UBSWarburg_111703
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LAN MAN WAN 6
Data Center of the Future
Internet ISP-A
ISP-B
Catalyst Gigabit Switches Content switching module Storage switching
IDS/Security Primary Data Center
Secondary Data Center
Data Center Networking JU_UBSWarburg_111703
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Optical Switch 7
Cisco Data Center Evolution
Catalyst
Connectivity
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IOS L4-7 svc
Networked Services
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Virtualized Blades/ Web Services
Networked Applications
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Enables On-Demand Computing • Resource Virtualization Improved utilization of resources
• Dynamic Provisioning Networking, storage, and server components allocated quickly and seamlessly
• Network Services QoS NBAR Security Storage virtualization Content and path optimization
• Network Features Jumbo Frames Stacking/Mgmt consolidation Resiliency Device Discovery
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Virtualized Firewalls Switches VLANs
Virtualized L4-L7 Services
Virtualized CPU Resources
VSANs
Replication and Backup Services
Storage Pooling and Virtualization
Virtualized Storage Resources
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Next Generation Storage Networking Universal Access to Data and Storage Network Storage Pool Storage Appliances
Heterogeneous Servers
IP Network
NAS
Storage Router SAN
Optical Metro
Storage JU_UBSWarburg_111703
Tape
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Mainframe
Storage 10
Storage Linkage • Cisco Multilayer Intelligent SAN FC
Scales with the Grid Enables Global Data Access and Protection
• Integration of Intelligent Services into the Network Simplifies Data Access Across the Grid Simplifies Resource Sharing and Management Enables En hanced
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Grid Servic es over Tim e
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FC FC
FC FC FC
FC
Security
Multi Multi-Protocol
FC FC
Globally Scalable Intelligent SAN Fabric WAN
Virtual SANs Cisco
Replication And Backup Services
Cisco
Storage Pooling and Virtualization
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Evolution of Data Center Serviceware Layer
Cluster Mgmt
Cluster Mgmt
Virtualized Mgmt
Middleware Layer
Data Middleware
Compute Middleware
Web Services
Blade Servers
Compute-Network Farms
Resource Layer
Legacy Servers
Network Layer
10/100/1000 Ethernet
1990 JU_UBSWarburg_111703
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2000
GigE/10GigE/40GigE/100GigE 2G/10G FC
2010 12
Cisco Network Security Secure Secure Connectivity Connectivity
VPN VPN
Perimeter Perimeter Security Security
Intrusion Intrusion Protection Protection
Firewalls Firewalls
Intrusion Intrusion Detection Detection Scanning Scanning
Identity Identity
Security Security Management Management
Authentication Authentication
Policy Policy
• Integration—into network infrastructure • Inter-linkage—across components • Secure extensions—wireless and voice JU_UBSWarburg_111703
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Cisco’s Comprehensive IP Telephony Call Control BTS 10200
PGW 2200
MCS 7835
Conference Manager IP Contact Center Personal Assistant
Switches
2400-SRST
4000 Series
Endpoints
Applications
ICS ICS 7750 7750
3550 Series
6000 Series
Unified Messaging
Gateways
2950 Series
AS5400 7900 Series SoftPhone ICS 7935
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2400/2600/ 3600 Series
Catalyst 4200
MGX 8850
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Multiple Generations of IP Phones Cisco IP Phone 7960G Cisco IP Conference Station 7935 Cisco Wireless IP Phone 7920
Cisco IP Phone 7940G
Cisco IP SoftPhone
Cisco VG248 Analog Phone Gateway
Cisco IP Phone 7910G Cisco IP Phone 7905G/ Cisco IP Phone 7912G
Cisco ATA 186/188 Cisco IP Phone 7902G JU_UBSWarburg_111703
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SWAN Architecture Provides:
Centralized Servers
Security AND
ACS
Scalability
WLSE
Switches & Routers
AND
Network Management AND
Ease of Deployment AND
Voice + Data
Wireless Access Points
AP1200
AP1100
AND
Mobility ALL AT THE SAME TIME! NO TRADEOFFS! JU_UBSWarburg_111703
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Cisco-brand & Cisco-Compatible Clients 16
Cisco Access Branch Intelligent Information Network
Multi-Protocol Routing, Access Control, QoS
IOS IOS Firewall/ Firewall/ Encryption Encryption
Content Delivery
Hybrid Keysystem Voice—VoFR, VoIP
Advanced Security
Low Density Switching IP Telephony JU_UBSWarburg_111703
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Voice Applications
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Teleworker/Home/Road Warrior
VPN
Enterprise VPN
Service Provider
IT-Managed Teleworker
Mobile Road Warrior
• Cisco access router • Wireless LAN • VPN • Linksys
Home
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Today’s Home
Separate Networks, Content, and Entertainment Systems
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Future Home
Integrated Networks, Content, and Entertainment Systems
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Evolution of Speed to Service
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Network as a Service Delivery Platform
Security
• Single point of control • Ubiquity of implementation • Services are end-to-end • Cost advantage
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Storage
NetworkEmbedded Services Voice
Wireless
Packet Layer Services
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New Service Provider Reality Past: Circuit
Present: Hybrid
Future: Packet
Mobile Leased Line
Mobile
PSTN
FR / ATM PSTN Optical
Dial-Up Internet
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Broadband Services
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HighSpeed Internet
Mobile Consolidated Packet Architecture Broadband
PSTN
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New Enterprise Reality Past: Separate Security Points
Present: Hybrid Future: Convergence
WLAN
Storage Area Networks LAN
Video Conferencing
Data
Voice
Video
Storage
IPTel / Voice Security
WLAN
LAN and WAN
Secure Converged Network
Video
WAN SAN
Voice Network Wired JU_UBSWarburg_111703
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Wireless 24
Summary
Data Center
Teleworker/Home Road Warrior Service Provider
Next Generation Campus
Enterprise Intranet Full Service Branch Office
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Internet Internet
Home Networking
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