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I think this is a good example of MS trying to close the door on the barn after the cow has run away. Perhaps the Sun chip-head is being hired to tell them some of this?
If you look at MPU/scalable hardware architectures out there the only one that makes it past 4 is the IBM X server, and that represents 10+ years of serious efforts and some X thousand patents.
Microsoft is getting clobbered in the high-end server management and scaling market by VMWare, and I don't think Hyper V represents much competition in that respect. So, servers are consolidating, thanks to IBM and VMWare at one end of the spectrum (the enterprise down to large business sites). On the other end they are still being clobbered by VMWare, which makes server deployment, literally, copy and paste.
At this point Microsoft is pretty much a spectator to the spectacle currently running on the integration/hardware stage. They still have a strong market in the stuff that actually does the work (e.g. file sharing, Exchange, SQL Server, etc.) --but the hardware realm is lost to them, methinks. In some sense then the commodity market is all they have left.
How about this announcement from yesterday:
http://www.microsoft.com/windowsserver2008/en/us/foundation.aspx