The discussion is now in full swing. Jeff Nolan of SAP spoke at Tiecon about Web 2.0 in the enterprise and in his blog reiterated his effort to debunk two myths: "the first being that everything has to be free and the second being that a web 2.0 app has to run in a browser."
Dion Hinchcliffe continues to search for Web 2.0 applications in the enterprise and, as promised, is starting to profile relevant companies (beginning with BPM and services marketplaces) here.
In his most recent post, technologist Om Malik basically debunks the traction of Web 2.0 to date and puts all the consumer hype into perspective -- the perspective being that the majority of those experimenting with Web 2.0 services are Techcrunch-reading geeks, and that their validation means little in the real money world. The real impact ought to be (and will be) on traditional enterprise apps. Whether this creates more opportunities for new companies to emerge than the SOA frenzy a few years did remains to be seen.