This link takes ypou to the key note Gates presented on Monday. He talks about the importance of information visibility, priority and linkages to enterprise systems to display KPIs.
What I really like about the vision is SharePoint as an platform of services:
  • Collaboration
  • Portal
  • Search
  • Content Management
  • Business Processes
  • Business Intelligence
Essentially, SharePoint will become the integration hub for applications, information and other services.