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#10
I think this is more indicative of Intel's desire to see the (admittedly excellent) IA-64 architecture be used for something more than silly word games ("Itanium/Itanic - geddit??"). Since AMD effectively won the 64-bit round with the "x86-64", Intel is probably pushing for a 128-bit future somewhat faster than strictly necessary. Given their symbiotic relationship, Microsoft can't afford to ignore Intel's needs.