Indeed, I know of several ISVs that consider SharePoint a new platform.
My favorite question during the Q&A session at the end of Microsoft CEO Steve Ballmer's Convergence conference keynote address on March 15 sounded deceptively simple. I'm paraphrasing, but the questioner asked Ballmer something like this: "With all the hoopla here at the conference around SharePoint Server, is it correct to think of SharePoint as almost like an OS (operating system)"?
Source: » SharePoint: The next big ‘operating system’ from Microsoft? | All about Microsoft | ZDNet.com
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