Dec and Bill are both pointing to Microsoft employee Eileen Brown's weblog:

but the thing that really caught my eye was the statement about Exchange.  Exchange 12 (E12) will only be made available in 64 bit.  Yes, I said only.....
I almost want to assume that this was a misunderstanding.  Even with Microsoft's long history of rip-and-replace upgrades, I can't imagine them deciding that all at once, 100% of the installed base of Exchange hardware is obsolete just 12-15 months from now.  Wow.

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