But overall, the world has changed quite a bit. We're suddenly not in a world ruled entirely by DB2, MSSQL and Oracle, running on AIX, Windows and Solaris. The software stack has opened up, and is no longer bound to any specific platform. The few big software names don't get to decide what kit to run them all...we're approaching a world where ISA won't matter. You'll buy hardware because it fits your performance and TCO targets, not because you're locked in.
What sucks for Intel is that they've failed to identify mobile devices as the "next PC", in the sense of the disruptive potential...the PC killed boutique workstations and servers and it killed them from the bottom. Along with IoT, that's two huge opportunities missed. Itanium was a pincer attempt, but no one targets the top and succeeds... you have to start at the bottom (this is btw why Power needs to scale and price down if it hopes to grow beyond its niche).