Benioff's keynote resembled his Gartner talk in October. In fact his digs at Oracle and the sea of red cubes at OpenWorld were recycled quips from October. However, Benioff worked the crowd and roamed the audience.
The big message from Benioff was change. Salesforce.com is focusing on clouds ranging from sales to service to collaboration to development and databases. It's really a full frontal assault on incumbents such as Oracle and SAP---especially Oracle.
But make no mistake, Salesforce.com is building a stack. It's just a stack with a cloud computing delivery model.