Corollary question: If Oracle is throwing out $1billion to acquire companies like ATG should we be encouraging each other to build more enterprise-y software as opposed to the next twitter client?
No, don't be silly. The last thing the world needs is more startups producing enterprise software. The future is Social Media and real-time geo-located, location-aware activity-stream checkins with gamification and photo-sharing, plus Q+A, and a AJAX enabled TODO list. So, yeah, everybody should be working on building something like that, not enterprise crap.
/me whistles quietly to himself, and goes back to building enterprise software that he can sell for money, secure in the knowledge that the threat of additional competitors has now been abated.