The Web 2.0 Summit 08 panel discussion on "Cloud: The Apps" with Paul Moritz (VMware), Marc Benioff (Salesforce), Dave Girouard (Google Enterprise), Kevin Lynch (Adobe) is well worth a watch.
Some key opening comments:
Paul Maritz: "Need to think about the ability to safely "bank" information with easy of use and security"
Kevin Lynch: "We're in the 4th generation of computing (Mainframe, PC, Web, Rich Reach of Cloud)"
Dave Girouard: "Googl's a native citizen of the Cloud. Disconnect within the un-enlightened Enterprise"
Marc Benioff: "Focused on getting the enterprise into the Cloud"
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