I have some trouble with the article.. for instance, it seems to completely ignore the fact that Itanium is HP's succesor to PA-Risc, and will over time, be the only platform for running HP-UX. That alone, pretty much guarantees Itanium is not going anywhere.
The second thing they ignore, is Itaniums FP performance; in the HPC market, P/P is king, and I expect Itanium to compete well for FP sensitive apps.
x86-64 might limit Itanium to those niches, (like in , not going anywhere *else*
, but scenario 1 is *highly* unlikely for the foreseeable future (like in 10+ years). Its success will now depend on Intels capability to widen the performance gap with x86. As it stands, I don't see a whole lot of growth potential, since the gap is pretty minor but that might change quickly..
= The views stated herein are my personal views, and not necessarily the views of my wife. =