We've just published an advisory paper for our ECM and SharePoint subscribers (non subscribers can purchase it here) analyzing the implications of large enterprise buyers considering Box.Net alongside Microsoft SharePoint.
Just a year ago, SharePoint was practically the sole contender in light document management scenarios; now the environment has changed substantially. With heavy investment funding, Box is rapidly positioning itself as a SharePoint contender, going so far as posting a billboard in Silicon Valley stating, "Box.net vs SharePoint -- Sharing should be simple. Challenge us..."
But is Box.net really a SharePoint killer? If not, what does its rise tell us about how enterprises are (and are not) utilizing SharePoint? I am a cheerleader for no one, but cloud-based simple file sharing services such as Box.Net will likely play an increasingly important role in major enterprises. I'd also welcome hearing your thoughts -- particularly interested in your experiences using hosted file-sharing in larger enterprises.