I'm not sure I agree with labelling this as "knowledge management", but I'm not going to complain about the healthy interest in portals, content management, search, and collaboration predicted by AMR Research to grow by 16% in 2008 (in the US market at least). They also note a shift to hosted and open-source solutions.
However, what's also interesting is that while they don't mention "Web 2.0" anywhere, they do say "a growing number of needs and initiatives are left unsupported by established enterprise applications". Hmm, I wonder if that's what they are hinting at???
Care of Jack.