This is a Software + Services overview. Video 1 of 4 discussing the Microsoft Strategy, Azure Services Platform, and MS Online BPOS offerings

1. Introduction to Microsoft Cloud Computing Offerings Introduction to Microsoft Cloud Computing Offerings David Williams Strategy Advisor Microsoft

2. FY10 Azure Overview Deck 1 of 4: Agenda Industry - Microsoft’s Drivers Competitive Trends Industry Megatrends Enterprise 3.0 Microsoft Strategy - Overview of Azure Azure Services Platform Toolsets MS On-line MS Consumer Channels Summary

3. Industry

4. Average Company Tenure in the S&P 500 75 65 Months 55 45 35 25 15 “We at GE only have two sources of competitive advantage: 1. the ability to learn more about our customers faster than the competition, 2. the ability to turn that learning into action faster than the competition.” - Jack Welch 1938 1948 1958 1968 1978 1988 1998 2008

6. Globalization & Emerging Markets

7. Branding & User Experience

8. Multichannel Delivery

9. Variable vs. Fixed Cost Models

10. Expense vs. Capital Investments

11. Business Intelligence

12. Speed of Technology Adoption

13. Dynamic Scalability

14. Consolidation of Skill sets

15. Expansion of IT footprint

16. Maintenance Costs

17. Continuous Biz Op & Continuation of Biz

19. Industry Mega Trends Desktop Online Service Delivery SaaS Service Composition SOA Devices Software + Services Platform Service Management ESM Service Experience Web 2.0 “Bringing together the magic of software and the power of the internet across a world of devices.” Ballmer and Ozzie

20. Strategic Vendor Strategic Vendor Enterprise 3.0 Strategic Vendor Strategic Vendor Network/Comm Partners Business Partners SaaS: Finished Services Your Company Hosting Partners C&C: Attached Services PaaS: Building Blocks Manufacturing Partners IaaS: Hosting Services Implementation Partners ASP Hosting Support Services Standards Orgs Monitor/Measure Services Analytical Services International Orgs Advertising/Channel Partners Media/Content Partners On Premise Solutions

21. © 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.