I found this article by Dana Blankenhorn over on zdnet. There is also another article by Joe Mckendrick along the same lines. Both articles talk about software as services. The summary is where business and users get software is evolving. One part of this is because of the emphasis on SOA and viewing the world of software and applications as a set of services. The second part of this is the Open source movement.
There are a number of folks now talking about harnessing these two things (SOA and Open Source) to make a business more competitive. Of course harness is the key. Done incorrectly you can increase your cost pretty dramatically. More on this later.