When do YOU think the transition to 64-bits will take place? ... 1) For Fortune 500 company desktops (50% of new purchases = 64 bit) 2) Home users (same def)
I honestly think that when Intel can build Itanium processors + chipsets for a total cost of < $100, they will push hard to replace IA32. IMO, this will be in less than 3 years.
The investment in 12" fabs and tools that Intel made was foolish if they aren't plan to be making mostly IA64 within 4 years.