HP ESS – Foxconn Business Interlock ISS Demand Planning Interlock Review

1. HP ESS – FoxconnBusiness InterlockISS Demand PlanningInterlock Review October 2008

2. Key Messages • September Forecast Attainment Slides • Sep actuals vs JunWk1 interlock • AM & EMEA • 4FQ Linearity Slide • Load (ships + open orders) as reported by HP • Includes BTO/CTO demand • Load as of 10/16/08 vs OctWk1 Interlock • Blade Enclosure Transition Update Slides • Demand Volumes Slides • LVO’s • 4FQ - 2FQ • G6’s • New format

3. September Forecast Attainment - AM • Attainment (pulls/forecast): 98% Sep pulls vs. JuneWk1 Interlock Forecast Key Messages Data Large customer not transitioning from DL385G2 to DL385G5 BL495cG5 low ramp due to lack of virtualization ML115 G5 strong demand in Latin America Strong DL380 attainment

4. September Forecast Attainment - EU • Attainment (pulls/forecast): 93% Sep pulls vs. JuneWk1 Interlock Forecast Key Messages Data

5. Current Qtr Progress - WWFoxconn – 4FQ08 Load = HP ships + open orders. Includes BTO/CTO Lockdown products tagged with asterisk Key Messages • As of 10/16/08 • 83% through qtr Back-up: ISS Total Linearity Load as of 10/16/08 83% through qtr

6. Current Qtr Progress – AMFoxconn – 4FQ08 Load = HP ships + open orders. Includes BTO/CTO Lockdown products tagged with asterisk Key Messages • As of 10/16/08 • 83% through qtr Over projected BL460c growth. Working on forecast reductions. Americas orders back-end loaded in October

7. Current Qtr Progress - EMEAFoxconn – 4FQ08 Load = HP ships + open orders. Includes BTO/CTO Lockdown products tagged with asterisk Key Messages • As of 10/16/08 • 83% through qtr DL165 - LVO (CTO) in October BL495 – Pricing issue, VMware and Vconnect release delays. Little customer demand until Nov./Dec. ML115 – de-commit from UK on promotion

8. Current Qtr Progress - APJFoxconn – 4FQ08 Load = HP ships + open orders. Includes BTO/CTO Lockdown products tagged with asterisk Key Messages • As of 10/16/08 • 83% through qtr BL495c, new product DL165/185G5, soft demand on AMD DL180, demand lower than expectation at China, adjusted forecast with inputs from sales on moving forward

9. Shorty/Paulie c3000 Transition Plan • Drivers for Transition • Stable mix of c3000 at 20% based on order intake history • Regions requested longer transition time period, but new OA, better configuration of PS and fans, and better “Value Fan” are additional drivers for 6 month transition • Enclosures behave like servers, and 6 months is typically standard time period • Apples to Apples comparison price differential between Paulie and Shorty is negligible Key Messages HP Confidential

10. Paulie c3000 Launch Risks • Value fan Schedule • Sheet metal tooling start delayed due to EMI/Thermal testing. • Agency Approval request delayed due to EMI/Thermal testing. • Latest Value fan schedule (SP Jan 5) will require compressed Paulie Pilot builds. • Sheet metal tooling for Paulie mod-0 is 6wk lead-time. • Newman O/A firmware • Revision 2.30 remains in testing thru mid-Dec. If issues develop during testing and rev 3.0 is required, Newman launch will slip to March HP Confidential Key Messages 10

11. Harlem/Bauer c7000 Transition Plan • Drivers for Transition • Stable mix of c7000 at 80% based on order history • Regions requested longer transition time period, but new MM, better configuration of PS and fans, better Power Supply, and 6 of 6 RoHs are additional drivers for 6 month transition • Enclosures behave like servers, and 6 months is typically standard time period • Apples to Apples comparison price differential between Bauer and Harlem is negligible Key Messages HP Confidential

12. Bauer c7000 Launch Risks • GbXe Connector - Midplane • GBXe Amphenol Connector schedule – Final machine available November. S/P & MVB Connectors will be Modified Machine “stitching”. Design Comfortable with Process. • FULL Machine Production Connectors not available until December. • Working to qualify Molex GbXe…Awaiting timeline. Key Messages

13. Interlock Volumes WW Foxconn

14. Quarterly Totals

15. Category Level VolumesFoxconn

16. WW Product Level DemandFoxconn

17. AM Product Level DemandFoxconn

18. EMEA Product Level DemandFoxconn

19. APJ Product Level DemandFoxconn

20. Back Up Foxconn

21. Total ISS Linearity - Units Key Messages

22. September Forecast Attainment Data Back

23. Paulie c3000 Changes Software Sheet metal changes Lorenz SATA DVD PCA SATA DVD (available) c3000 Paulie Mod-0 SP/MVB @ Foxconn c3000 Paulie Launch 3/2/09 c3000 Paulie CTO MVB @ HP c3000 Paulie BTO MVB @ Fxc Value Fan Newman Launch 1/26/09 LCD PCA Newman OA LCD assy Plastics Redundant OA (George) Sept Oct Nov Dec Jan Feb Mar Red - subassys procured by vendor Blue - assys procured by HP HP Confidential 23

24. c3000 Usage Used on c3000 Shorty/Paulie LCD PCA Newman OA Redundant OA (George) LCD assy Plastics Used on c3000 Paulie Only Value Fan Sheet metal changes Lorenz SATA DVD PCA c3000 Paulie Mod-0 SP/MVB @ Foxconn SATA DVD (available) HP Confidential 24

25. GBXe connector Kamikazee PCA 6/6 PIG’s Airborne Midplane PCA 6/6 Maurader II PCA 6/6 C7000 Bauer Launch 3/2/09 c7000 Bauer SP/MVB @ HP Harikari PCA 6/6 C7000 Chassis @ Foxconn Dwight PCA Dwight OA Catalina II PCA 6/6 Vantage Launch 11/17/08 Software Vantage P/S Red - procured by vendor Bauer c7000 Changes Blue - procured by HP = Phase in Liberator II PCA 6/6 OA Mgmt Sleeve 6/6 Link II PCA 6/6 LCD PCA LCD assy Plastics Backwards Compatible (Can Phase In) Sept Oct Nov Dec Jan Feb Mar

26. Dwight PCA Dwight OA PIG’s c7000 Usage USED ON c7000 Harlem /Bauer Kamikazee PCA 6/6 GBXe connector Airborn Midplane PCA 6/6 Maurader II PCA 6/6 Catalina II PCA 6/6 C7000 Chassis @ Foxconn Harikari PCA 6/6 Liberator II PCA 6/6 OA Mgmt Sleeve Link II PCA 6/6 LCD PCA LCD assy Plastics USED ON c7000 Bauer Only Vantage P/S Red - subassys procured by vendor Blue - assys procured by HP