edgarcayce, a pedantic note:
But Rex Wong, chief executive of Milpitas, Calif., computer maker Einux Inc., said it is using Opteron and has seen interest from more than 100 large companies, with few expressing interest in Itanium because of the more-difficult shift in software needed. He added, "We think this will be a paradigm shift."
It is sad to see a respectable paper like the Wall Street Journal mangle the English language so! A paradigm shift is when a field of human learning undergoes a fundamental change in the way things are done. In this case, Intel tried to push a paradigm shift by introducing the Itanium EPIC architecture. A paradigm shift is usually marked by a long period of resistance to the new idea, generally the idea only takes hold after the death or retirement of that field's acknowledged leaders.
It is Intel which is pushing for the paradigm shift (EPIC), and AMD which is betting that the old order (x86) has the best answer.
However, paradigm shifts don't generally happen from the established order, so should Intel actually pull it off then it will go against historic examples.