Sequoia Capital Market Presentation Deck

ENTERPRISE INDICATORS PC UNITS SOLD (Y/Y) 20% 15% 10% 5% 0% -5% T W. EUR U.S. Q3'06 Q4'06 Q1'07 Q2'07 Q3'07 Q4'07 Q1'08 Q2'08 Source: Gartner Personal Computer Quarterly Statistics Worldwide Database, 5/08. JPMorgan estimates for 2008-2009 "IT spending is being more scrutinized now than at any point in the 2003 through 2007 time frame ... customers are showing more caution." - EMC, JUL 2008 39 "It's now clear that this economic softness is continuing into September." - INGRAM MICRO, SEP 2008 "Market developments of the past several weeks have been dramatic and worrying to many businesses. These concerns triggered a very sudden and unexpected drop in business activity." - SAP, OCT 2008

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