Should I be scared or excited?

I work in desktop out-sourcing, and am feeling increasingly uneasy as I see the rise of web 2.0 companies.  The capabilities are increasingly compelling and new concepts like the live clipboard are starting to show how the integration benefits provided by the traditional desktop can be extended to the web.  I still believe that the traditional portable and desktop have a role in business (for some users),  but I strongly believe that server based approaches to application delivery will play an increasingly important role in the integrated user experience we need to create. 

On the whole I am excited though, because my focus is on the user experience,  or how we deliver capabilities that make a real difference to the way people work and live, and as the capabilities get richer, more flexible and more integrated that just enhances our ability to make a difference!