Monday, November 21, 2011

Can Netlist Get Facebook?

HyperCloud: Facebook perf improvement 30% or more... 19-Nov-11 09:56 pm
1) Facebook's estimated number of servers is over 100,000. They grew their number of servers from 30,000 to 60,000 in 6 months by Jun 2010.

2) Facebook released released its "server configuration" specification for 6 different apps:

http://semimd.com/blog/2011/11/08/facebo...

For Database applications, Facebook specified it is looking for 144GB of memory.

3) NLST released white paper, demonstrated a performance improvement of more than 30% even when populated with 144GB of HyperCloud memory compared to regular RDIMM.

http://www.netlist.com/products/ppt/Netl...

Some concurrent inquiries where running even 10x faster(!).

BTW, HP is also a SyBase partner

4) Many of Facebook's servers are HP ProLiant DL380 G7, capable of being populated with up to 384GB of regular RDIMM. It is one of the most popular server in the world.

http://h10010.www1.hp.com/wwpc/us/en/sm/...

5) NLST has already demonstrated HyperCloud on HP ProLiant DL380 back in SuperComputing conference in 09.


Conclusion:
1) The recent EXCLUSIVE collaboration agreement between NSLT and HPC will wind up targeting Facebook needs for performance.

2) Facebook could use 16 HyperCloud 8GB (retail price $192 at Memory4Less) to populate 144GB servers for a total of approximately $3,000 per server.

3) Facebook alone could represent a revenue potential of $300M for NLST.


NLST $90M market cap is ridiculous!!!

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