Doug, Re: Your argument is that Itanium would be a great workstation chip, if only Intel would get around to building some infrastructure. That seems unlikely in light of the first point: the infrastructure would've been rolled out last year, or before, as part of Intel's attempt to successfully market Itanium.
My argument is and always has been that Intel is rolling out infrastructure in stages to support ever larger market segments. There isn't enough man power to do it all at once, so it makes more sense to concentrate on one market segment at a time and do it right. Workstations, I think, are another year or two off before Intel focuses resources on bringing solutions to market.
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