A global technology leader approaching $39B in sales with 54,000 people, and customers in 160+ countries LENOVO. ALL RIGHTS RESERVED

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2 A global technology leader approaching $39B in sales with 54,000 people, and customers in 160+ countries LENOVO. ALL RIGHTS RESERVED

3 Lenovo s Performance Lenovo WW PC Market Share 19.4% % % 8.2% 6.5% LENOVO. ALL RIGHTS RESERVED Lenovo leaps to #286 on Global Fortune 500 list

4 Our commitment to the channel $900m more revenue with the channel in calendar Q LENOVO INTERNAL. ALL RIGHTS RESERVED.

5 Our Unique Heritage 5 * EFFECTIVE OCT 1, 2014 ** ANNOUNCED INTENT TO ACQUIRE ON JAN 29, LENOVO. ALL RIGHTS RESERVED

6 Acquisition Effective October 1, 2014 x86 server business The deal includes: All of IBM s x86 server product lines (including towers, racks, high-density, and blades) All Blade Networking Technology assets Solutions and converged systems tied to x86 A highly skilled System x sales force and key laboratories LENOVO. ALL RIGHTS RESERVED

7 Acquisition Effective October 1, 2014 Lenovo owns 100% of WW IBM x86 business Significant # of employees WW joined Lenovo Employees and business operations in EMEA will be transitioned over the next few months 7

8 New era of opportunity and growth: Triple PLUS strategy SMART CONNECTED DEVICES TOTAL DEVICE PORTFOLIO LENOVO. ALL RIGHTS RESERVED

9 Enterprise Systems Represent Significant Opportunity WW Server Revenue ($56B) WW Storage HW Revenue ($28B) $54 9% 12% 3% $56 8% 12% 2% $57 8% 11% 2% $57 8% 11% 2% 27 29% 28 27% 30 26% 31 26% 76% 77% 78% 79% $43B X86 Server Opportunity 48% 49% 50% 51% 23% 23% 23% 24% $14B Storage Opportunity 9 Source: IDC Server and Storage Forecast

10 A Dynamic IT Market IT teams face challenging realities driven by shifts in mobile, social, and big data and analytics. The amount of data is exploding. Customer connections reached new heights. Businesses planning big data implementations. 10

11 A Dynamic IT Market x86 trends are consistent with these realities 80% clients building new new apps apps for for cloud cloud 40% Converged systems growth % IT budget IT budget spend spend on on management management 63% Big data opportunity outside IT 57% ODM Revenue growth Innovation Workload Optimization Solutions Scale 11

12 A Winning Combination to Capitalize on Opportunities Leading x86 Innovation with Enterprise X-Architecture Workload Optimized Solutions in Cloud, Analytics, HPC Deep Technical X86 Skills Best-in-Class Service and Support Significant Presence in Large Enterprise Business Partner SUCCESS Scale in Channel, Operations and Supply Chain Ease of Doing Business Strong SMB & Channel Relationships Leader in PC & Smart Connected Devices Expanding ThinkServer Footprint STAY THE SAME: The Team Commercial Operations CHANGE: Portfolio Breadth Speed Ambition 12

13 Strategy GROWTH Drive INNOVATION Leverage SCALE PROTECT Client Base ATTACK Opportunities 13

14 Protect Client Base CONVERGED INFRASTRUCTURE HIGH END Protect HIGH VOLUME HPC DENSE LENOVO. ALL RIGHTS RESERVED

15 Attack Opportunities HPC Capability Departmental SDE / SDN / SDS Storage & Networking Converged Systems Embedded OEM/ODM Attack Cloud CSPs / MSPs Local Global BRIC Countries DB & Analytics LENOVO. ALL RIGHTS RESERVED

16 We are Committed to Current Products/Roadmaps Investments Continue LENOVO. ALL RIGHTS RESERVED

17 The Leading x86 Portfolio High-end systems 4 socket+ enterprise-class x86 performance, resiliency, security Converged/Blade systems Integration across IBM assets in systems and SW for maximum client optimization and value BladeCenter Dense systems Optimize space-constrained data centers with extreme performance and energy efficiency idataplex 1P & 2P Rack & Tower systems Broad rack and tower portfolio to meet a wide range of client needs from infrastructure to technical computing Cloud SOLUTIONS Analytics System x Technical Computing LENOVO. ALL RIGHTS RESERVED

18 Solutions Big Data & Analytics Sample Solutions xseries Systems solutions for SAP HANA xseries System solutions for SAP NetWeaver Business WH Accelerator xseries Systems solution for DB2 with BLU Acceleration on X6 Virtual Desktop Infrastructure Sample solutions xseries SmartCloud Desktop Infrastructure for VMware View xseries SmartCloud Desktop Infrastructure for Citrix XenDesktop xseries SmartCloud Desktop Infrastructure for Citrix VDI-in-a-Box Technical Computing Sample solutions xseries Application Ready Solutions: ANSYS, MSC NASTRAN, Accelrys, Dassault Abaqus, Schlumberger, CLCbio, Technical Computing Mobile & Social Sample solutions Polycom RealPresence Cloud on Flex Cloud Computing Sample solutions xseries Solution for SmartCloud Orchestrator xseries Solution for VMware vcloud Suite xseries Flex System Solutions for MSPs Back-Office & Security Sample Solutions xseries System x Solution for Microsoft Hyper- V on X6 Microsoft Exchange Solution EPIC Healthcare Solution LENOVO. ALL RIGHTS RESERVED

19 Lenovo & EMC Strategic Partnership Partnership announced in August 2012 including: Joint venture with the Iomega NAS since 2013 OEM business in China since 2012 OEM Partnership now being taken into EMEA VSPEX reference architectures since 2013 We re excited to partner with Lenovo as we focus our combined energies serving a broader range of customers with industryleading storage and server solutions. Joe Tucci This exciting new partnership will be measured in the years to come not in millions but in billions Yuanquing Yang LENOVO. ALL RIGHTS RESERVED

20 Our Goal is Simple #1 x86 Leadership Attack Fastest Growing Segments - Hyperscale, HPC, Converged Systems Storage Solutions - Comprehensive portfolio leveraging key partners Expand in Growth Markets - Fast-growing countries Leverage Industry Ecosystem - Deep engagement with key ISVs, SIs and OEM partners Capitalize on Lenovo Channel and Client Base - Channel Integration, optimization and ease of doing business 30 YEARS x86 Innovation 20

21 2014 LENOVO. ALL RIGHTS RESERVED