Avaya — Deutsche Bank Securities Information Technology Hardware Conference (March 2004)
6 slides from Avaya's conference presentation, Mar 8, 2004
Slide 1: Deutsche Bank Securities Information Technology Hardware Conference
Deutsche Bank Securities Information Technology Hardware Conference Garry K. McGuire CFO and SVP Corporate Development March 8, 2004 Copyright© 2003 Avaya Inc. All rights reserved
Slide 2: Forward Looking Statement
Forward Looking Statement The use of words, such as “may”, “might”, “will”, “should”, “expects”, “plans”, “anticipates”, “believes”, “estimates”, “intends”, “future”, “potential” or “continue”, the negative of these terms and other comparable terminology are intended to identify forward- looking sta
Slide 3: Investment Thesis
Investment Thesis Strategic Leverageable Differentiation Business Avaya Model Shareholder Value Technology Transition 3
Slide 4: Strategic Differentiation
Strategic Differentiation World-Class IP Telephony Technology Value Proposition Scalability Security & Reliability • Migration choices • 12K IP endpoints • Hardened Linux servers • Over 700 features per server • Advanced encryption • Investment • 300K busy hour • IP and TDM redundancy protection cal
Slide 5: Technology Transition
Technology Transition Global IP Telephony Transition Opportunity And Strategy • Average age of installed base = ~ 10 yrs • Typical lifespan of a PBX = ~ 7 to 10 yrs • Global installed lines = ~ 400M • Global installed IP lines = ~ 7M 400M North Migrate America Global 300M installed Leverage 7M of IP
Slide 6: Deutsche Bank Securities Information Technology Hardware Conference
Deutsche Bank Securities Information Technology Hardware Conference Garry K. McGuire CFO and SVP Corporate Development March 8, 2004 Copyright© 2003 Avaya Inc. All rights reserved
Avaya — Deutsche Bank Securities Information Technology Hardware Conference (March 2004) on 6ix