Is Microsoft dropping .NET already?

"The statement that the framework bits aren't shipping as part of the 64-bit version of Windows 2003 Server had my interest piqued as it would seem evidence of an actual retreat from .NET--but I'm also left wondering if this is a strategic decision or a tactical one driven by possible framework 64-bit compatability issues. Your guess is as good as mine, but I know I've been assuming the framework would be shipping as part of post-XP MS operating systems." What the?