ONEWIRE Communications Inc Networking at 1 st Meter

ONEWIRE Communications, Inc. Networking at 1 st Meter™ Corporate Overview ® ONEWIRE Confidential *Trademarks property of respective companies

Introducing ONEWIRE Communications • Launched • Headquarters • Status October, 2001 • Financing Founders • Business Silicon, software and board products • Objective Provide solutions for 1 st Meter connectivity Portland, Oregon Privately held ® ONEWIRE Confidential *Trademarks property of respective companies

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 *Trademarks property of respective companies

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 *Trademarks property of respective companies

Connectivity for 1 st Meter • ONEWIRE - One Architecture for – 10/1000 Ethernet, 1 G/10 G Ethernet and 1 G/2 G 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 *Trademarks property of respective companies

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

More about the problem • Attempts to solve the problem – – – Use more wires (PCI-X) or different buses (Hyper. Transport, Rapid. IO) Scale PCI using fabric from vendors such as Star. Gen and PLX Offloading Protocol stacks into Network silicon (FC, TOE) No general solution, each addressing a niche market segment, more expensive, and often proprietary • Changing Dynamics – 3 GIO (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 • 1 G to desktop and 10 G in data center coming very soon ® ONEWIRE Confidential *Trademarks property of respective companies

Background on 3 GIO • 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 • 3 Com, 3 DLabs, Adaptec, Agilent, Altera, AMD, ASUSTe. K, ATI, Emulex, Foxconn, LSI Logic, Molex, NEC, NVIDIA, Phoenix, Radisys, SMSC, Server. Works, Si. S, 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 *Trademarks property of respective companies

Opportunity to ride a major transition 64 Gbps 32 Gbps PCI to 3 GIO transition • Cost players (Asante, Dlink) not expected to keep up Bandwidth 16 Gbps • Bigger players (Intel, 3 Com) likely to develop products but slow (reluctant) to cannibalize their cash cow businesses 3 GIO 2. 5 Gbps x 1 10 Gbps x 4 8 Gbps PCI-X 133 Mhz/64 bit 8 Gb/s 4 Gbps PCI-X 66 Mhz/64 bit 4 Gb/s PCI 64 bit 2 Gb/s 1 Gbps PCI 32 bit 1 Gb/s EISA to PCI transition – • Intel emerged as a strong player in the NIC market ISA EISA • SMC, AMD, National and many small players suffered Time (Relative) ® ONEWIRE Confidential *Trademarks property of respective companies

The Opportunity • Trend towards dense server is clear – Total rack mounted share as % of total servers increased from 6% to 37% – 3 U servers share decreased from 62% in Q 1’ 99 to 16% in Q 1’ 01 – 1 U servers share increased from 2% to 40% for the same period – Ultra dense servers units to grow from 50 K in 2001 to 2 M in 2005 ($4. 5 B revenue) Need for high performance in a low footprint/low power package. ® ONEWIRE Confidential *Trademarks property of respective companies

The Opportunity • Appliance Servers growing at a rapid 56% Year to Year growth rate – Revenues jump from $3. 8 B 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 *Trademarks property of respective companies

The Opportunity $1, 800, 000 Silicon TAM (Dell’Oro) $1, 600, 000 10 GE Silicon TAM ($K) $1, 400, 000 $1, 200, 000 $1, 000 1 GE $800, 000 $600, 000 $400, 000 10/100 Managed $200, 000 $- • 1 GE and 10 GE drive bulk of revenue 1999 2000 2001 2002 2003 2004 – Total 1 GE adapter market expected to grow from $168 M in 2001 to $1. 7 B in 2005 1 GE at desktop and 10 GE at servers offers a broad market potential ® ONEWIRE Confidential *Trademarks property of respective companies

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

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

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

ONEWIRE Switch Silicon Packet Processor and Data Mover Buffer Intelligent Packet Processor and Data Mover Logic Supports multiple logical flows 3 GIO Port Logic (Multiple Ports) SERDES ® ONEWIRE Confidential *Trademarks property of respective companies Multi-Port 3 GIO Port Logic Integrated SERDES

ONEWIRE Software Applications SOCKETS interface Socket Service Provider TDI interface Traditional Data Transfer ONEWIRE Software TCP/IP ONEWIRE Data Transfer NDIS interface Device Driver LAN Interface ® ONEWIRE Confidential *Trademarks property of respective companies

ONEWIRE Solution for End Stations CPU Subsystem CPU Processor Bus Memory Bridge Memory 3 GIO Switch I/O Bridge I/O Subsystem Graphics Configurable LAN/ Storage Interface USB 2. 0 Local I/O PCI S L. . . O T S L O T ONEWIRE - One Architecture • Flexible, Standards based ® ONEWIRE Confidential • Future Proof *Trademarks property of respective companies

ONEWIRE Solution for Communication Systems CPU Control Blade CPU Processor Bus 3 GIO Switch Fabric Blade(s) 3 GIO Switch Memory Bridge Memory 3 GIO Switch LAN Interface ® ONEWIRE Confidential Line Blade (1) *Trademarks property of respective companies Line Blade (N)

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 *Trademarks property of respective companies

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 *Trademarks property of respective companies

Why will we win • Right Timing – 3 GIO based products expected in later 2003 – We expect to tape out in fall 2002 coinciding with 3 GIO 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 *Trademarks property of respective companies

Competition • Legacy Bus architectures – PCI and PCI-X • Alternative Bus architectures – Hyper. Transport, Rapid. IO, Star. Gen • 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 *Trademarks property of respective companies

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 *Trademarks property of respective companies

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 *Trademarks property of respective companies

Seed Money Requirements • Seeking $2 M Seed financing • Expected to allow ONEWIRE to hire additional talent, procure tools and working space and demonstrate a working design in Q 2’ 02 ® ONEWIRE Confidential *Trademarks property of respective companies

Backup ® ONEWIRE Confidential *Trademarks property of respective companies

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 2 Ghz and beyond – Networks scaling to 1 Gbps for desktop and 10 Gbps 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 Hyper. Transport, Star. Gen, PLX, even switched Ethernet • 3 GIO to bring a single/common solution around which industry is converging – Strong PCI roots – SW investment protected ® ONEWIRE Confidential *Trademarks property of respective companies

Key Goals for 3 GIO • 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 2 H ’ 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 *Trademarks property of respective companies

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, Qo. S, Hot Attach/Detach, RAS • Performance – Scalable performance – High Bandwidth/pin, Low overhead and Low latency ® ONEWIRE Confidential *Trademarks property of respective companies