""Our position has not been as clear here as much as it should be," Bob Muglia, senior vice president of the Windows Server Division, said in an interview. "We have a commitment to Xeon, but also very much to Itanium."
Part of that commitment involves releasing Longhorn Server for the processor in 2007, Muglia said, which is the same year the x86 version is expected. Another part is a multicity tour called Route64 to tout advantages of 64-bit processing.
Another part of Microsoft's commitment will be buying 1,600 Itanium servers from HP."
I think you missed the part of the story about the incredible growth Fujitsu's Itanium shipments are experienceing. 11,650% growth. From 2 servers in 2003 to 233 in 2004. With this kind of growth rate, in a few years, the entire surface of earth can be covered with Itanium die.