I recently attended the HP Integrity ISV Conference in Cannes as Isode's Directory and Messaging software runs on HP-UX. They are now end of lifeing their True64 Mailbus 400 products and want to migrate these users to HP Integrity (Itanium CPU) running HP-UX and Isode M-Switch X.400 and M-Vault servers.
This event was organised by HP to get their ISV Vendors behind the Integrity Servers and ideally running HP-UX. HP clearly see Integrity as the area where they can add significant growth. The PC/x86 server market is pretty saturated and there will be the continuing battle with Dell on this front and as such margins get squeezed. Senior Intel executives were also there to promote their commitment to Itanium and showed the roadmap including the codenames of chips - "Tukwila" followed by "Poulson" and "Kitson". HP ended the conference by giving us their financials for 2007, $104B in revenue so if they are not selling servers that is an awful lot of printer ink.