" With everything we have heard this week about virtualization changing computing as we now it, this thing appears to be undervalued. IMO"
VM are the way technology is moving and it will move in a big way. The only way to take utilize an 80core processor is to build VMs on top of it. each using however many processors they are assigned. Fact is is that VM's are the ONLY to take advantage of the CPU technology tread since it has moved away from frequency and clock speed to building more cores on one die. You will have to use VM's or waist the cpu.
Er.. it's "worth" whatever price is derived from where the highest bid meets the lowest ask, what investors "want" is immaterial. The rub are the variables that go into the bidders and sellers respective calculations of "value" and how different individual buyers and sellers weight each of those variables... Essentially the current market price is a collective, transient "agreement" on the question of "worth", essentially "Human Action" (Ludwig Von Mises) in action.. ;)
"The only way to take utilize an 80core processor is to build VMs on top of it."
Obviously someone that has never seen large number crunching platforms or large scale OLTP.
There are plenty of applications that can fully utilize a 128 core M9000 without having to bother with adding virtualization overhead, and when you can't afford an M9000 there's always Mosix or Beowulf.
Contrary to popular opinion, Server virtualization isn't new, it isn't applicable 100% of the time and it isn't magic.
"Obviously someone that has never seen large number crunching platforms or large scale OLTP"
Actually I have. Have you seen Georgia Tech's protein synthesis cluster or their physics cluster? What I failed to do was clarify where these 80 core etc .. clusters would go. What we do is is use 2 - 4 core bladecenters and use VM to divide the processing power for servers that don't need 2 -4 cores. Imagine when 80 cores are available. Are you really going to run postfix, ldap, ntp etc ... on 80 core processors? Nope! But you probably would like to divide the processing power into discreet chunks for low load servers. Imagine running all those servers on say 2 systems using one for hardware redundancy. But please don't try to babble something about huge NOAH clusters or the like and compare their processor needs to what every day businesses needsfor systems. This is where VMs are valuable and are who VMware markets to.