Now, what does that mean? We have two companies who have an Itanium strategy that will succeed - SGI and HPQ. A bunch of other OEMs offer Itanium as check list products but don't take it very seriously for their markets (such as IBM and Fujitsu).
Take your blinkers off and look again. Unisys is pushing IPF in its large commercial servers with remarkable success. Last year 30% of its hardware sales were IPF based, about twice what it had projected. Not bad considering Madison was released mid year. NEC seems quite serious at giving HP a run for its money in the 16 to 32 processor commercial server field and Hitachi recently brought out a mid range IPF server based on its own chipset.
In 4Q03 IPF system sales were AFAICT over $300m of which HP had about half. Of the $150m+ that HP didn't grab SGI accounted for about $50m. That leaves over $100m of business divided up among the rest. That's not a huge deal at the moment but if the 60% quarter over quarter IPF sales growth rate that HP recently reported reflect the general rate of market acceptance then it is obvious why Sun and IBM are frantically throwing darts at it.
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