As with any issue, there are no problems finding people on both sides of an issue

Take SaaS and cloud for example.  The die-hards say, this is the world that will take over and kill all existing IT deployments (over time, of course, they are not silly enough to say it will happen at the speed of thought :).  The contrarians will say, "been there, done that, remember 2000 and all the business model up-endings?"  As always, the breathless excitement of new stuff dominates the ink.

So I give you, without commentary, two "contrarian" views on SaaS and Cloud.  Make sure you read the comments which are almost uniformly "contrary to the contrarian approaches."

First, on SaaS, the CEO of Lawson, in an interview.    Central thesis: "SaaS model does not compute from a profit perspective."

Second, the bits blog by David Gallagher in NYTimes here.  Central thesis: (1) Millions of email addresses makes bad things more likely compared to ones corporate mail "address completion." (2) Live documents in google docs model have more potential for mischief.