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To: Tenchusatsu who wrote (230859)	4/20/2007 11:18:06 PM
From: j3pflynn	Read Replies (1) \| Respond to of 275872

Doug and Tench - I might buy the trend toward 2P(with quad core here now) due to commoditization, but not 1P. Not with all the virtualization kicking off.

To: Tenchusatsu who wrote (230859)	4/21/2007 7:14:00 AM
From: pgerassi	Read Replies (3) \| Respond to of 275872

Dear Tench: Where are you getting those numbers about 1P, 2P and 4P server unit market shares? Please show the link to those numbers. The numbers I found state that 4P X86 servers grew at a 52% annual growth rate (2006 over 2005). So contrary to your data, 4P server sales aren't shrinking. Furthermore Google is a special case. They are a massively parallel load that splits very well with the number of CPUs. They essentially have many hundred copies of the same data that are searched, consolidated and sorted. Its one application run through a distributed cluster. Most server buyers have multiple applications running on each server. And the virtualization pushes this trend further. Its far easier to maintain a few large servers than hundreds of smaller ones. From a licensing perspective, a few large servers cost less than hundreds of smaller ones. And software license costs easily trump hardware costs. 50 10% loaded 1P servers cost 50 licenses versus 3 41% loaded 4P servers cost just 12 licenses. At $5K per license per year, 38 licenses cost $190K which is higher than both the 50 1P servers or the 3 4P ones. Plus 1P servers are oxymorons. They are just desktop PCs. Pete