Itanium, HP, and Dell, who cares...
Itanium is dead as a server CPU... HP is the only real company using it and it's performance is falling behind more and more each day. It doesn't even seem like Intel cares, so why bring it up?
Also, who cares about who's selling more Virtualization? The interesting question is which virtualization products matter. Dell and HP don't have anything of their own as they are just reselling others wares (as usual).
As it stands right now XEN, VMware, MS, Sun, Parallels, and probably IBM are the only really interesting companies in this market.