You have to take a report from Google touting the superiority of their products with a grain of salt, as you would with something from Microsoft, however I believe it does indicate the way things are moving.
I would seriously ask any customer these days why they want to have an onsite mail server. There are so many hosted solutions that do it better, cheaper and more reliably. E-mails are a constant source of issues within a business for the simple reason they let something in from outside the network. You can neither really control the flow in or out of e-mails. Many more SBS customers I speak with no longer run Exchange on SBS, they out source it for the simple reason it is too complex to maintain internally without dedicated staff. Also when it comes to things like Blackberrys and Windows Mobile Devices most businesses don’t have the expertise to make it happen.
So if the trend is for email to move to the cloud I’m sure it won’t be long before all the other components follow.
As an aside you know what I’d really be interested to see? How Microsoft’s hosted Exchange stacks up to Gmail. Personally, I reckon it would be just as reliable and probably have a much richer environment than Gmail because Exchange already incorporates, tasks, calendars and so on. However, the bottom line is that its all moving to the cloud. Are you?