Business Week has a special report on Web services...
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That's a big difference. It means their business model can scale, and the bigger they get, the more profitable they become because they're building on that initial research and development investment." [via E M E R G I C . o r g]
On the issue of scale I would like to add (to the excerpt above) that fact that we will ultimately come to realize that Web Services facilitate computer cycle based value proposition consumption. This is exponentially greater that human interaction based value proposition consumption -- the fundamental difference between Web 1.0 and Web 2.0 IMHO.
It would be interesting to track the growth of companies in line with their adoption of Web Services based initiatives. I expect that when such a graph is produced in the future it will validate my point.