chipguy, are you sure that it will be same guy who needs the top FP performance and platform unification from laptop to datacenter?
I think it will be two separate guys. Guy #1 will buy the HP's Itanium big iron. Or maybe he will order another Opteron-based supecomputer from Cray. Guy #2 will start buying Opteron and A64 -based systems starting now and going forward.