Bell Microproducts Presentation - Don Bell
Transcript of Bell Microproducts Presentation - Don Bell
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Safe Harbor Statement
In this presentation we discuss our expectations about our semiconductor and computer products and future customer prospects for this year and beyond. These statements are forward-looking within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and are subject to risk and uncertainties. Actual results could differ materially from any future performance suggested herein. Among the factors that could affect the final results for the current and future periods are the impact of competitive products and pricing, integration of acquired operations, reductions in or cancellation of customer orders, changes in relationships with suppliers, product mix sold by the company and other factors described in the company's most recent periodic filings with the Securities and Exchange Commission. Investors should take such risks into account when making investment decisions. Furthermore, investors and other readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date on which they are made. The company undertakes no obligation to update publicly or revise any forward-looking statements.
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Bell Micro Offers Complete Storage Solutions
The industry’s most comprehensive storage products offering card
Unique in Industry…Breadth of storage offerings is our focus…$50B niche
Components all the way thru Enterprise SAN’s BELM is the industry “Storage SuperSTORE”
Strong Pre-Sales and ongoing Tech Support 500 people dedicated to storage solutions, another 600 dedicated to
storage components and peripherals, and 300 support personnel
Pre-sales, Assessments, Design, Architecture, Implementation, Project Management
Emphasis on providing a complete storage solution
Positioned as a major storage supplier in North America, Latin America, and Europe
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Data will grow from 17 Exabytes in 2002 to 180 Exabytes in 2006Disk storage is inexpensive and getting cheaperFibre Channel is the accepted storage networking technologyOver 70% of the storage market will be networked within the next four yearsDAS is transitioning to SAN and NASSAN and NAS are convergingVirtualization will become more prevalent from 2004 onMost SAN growth will come from the SMB market 0 to 500 seats will make up 60% of the SAN market
Fundamentals Driving Our BusinessThe Storage opportunity
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Channel Strategic Vision
Future is in value-add, with focus and specialization
Broadline distribution is being challenged by OEMs (e.g. DELL)
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Enterprise Strategic Vision
Components(Seagate, WD, Intel, Samsung)
Branded Products(HP, EMC, HDS, STK, IBM, BRCD)
Vertical Markets/Geographic Expansion(HC, AV, Digital Services, Countries)
Services(Pre-sales, Design, Installation, Maintenance)
Total Solutions(HA, DR, Back-up, Ent.SAN’s)
OEM’s and Enterprise VARs
Vertical VAR’s
VAR 2000
System Builders
Va
lue
Ad
d
(Products Total Solution)
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Strong growth in sales 1999: $1,058 MM 2000: $1,804 MM 2001: $2,007 MM 2002: $2,105 MM Q1 2003: $533 MM
EPS 1999: $0.65 2000: $1.05 2001: ($0.29)* 2002: ($0.15)* Q1 2003: ($0.14)*
* pro forma
Bell Microproducts Sales($million)
$0$200$400$600$800
$1,000$1,200$1,400$1,600$1,800$2,000$2,200
1995 1996 1997 1998 1999 2000 2001 2002
Bell Microproducts EPS
-$0.50
$0.00
$0.50
$1.00
$1.50
1995 1996 1997 1998 1999 2000 2001 2002
MetricsStrong Growth
1010
Providing the most comprehensive storage products and solutions in the industry! Components (drives, peripherals, and assemblies) Custom Integrated Storage SAN, NAS, FC, RAID, and complementary products Complete end to end storage solutions
Offering extensive support services Pre-sales support (technical hotline, configurations..) In-field knowledgeable technical account managers Post-sales technical support Extensive marketing programs
• Seminars, telemarketing, certification, training Selected post sale billable services
Positioned to grow exponentially
We are “The Storage SuperSTORE”