I just found a great piece of additional validation of the Enterprise 2.0 theme. The Economist Intelligence Unit(EIU) just published a great survey of why companies have begun to use Web 2.0 technologies for business use. All of the major cost drivers previously mentioned are there, but it's also quite significant that a big reason is the ability to extend channel relationships and customer intimacy via these platforms.
The impending disruption for enterprise software, applications, and infrastructure companies will, IMHO be huge.
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