I agree, and I don't.
My model is the Danish company Groupcare (www.groupcare.biz). They're not specialized in any vertical, yet they seem to have a pretty good business. Of course, they went after this market much ealier and have really strong marketing here. They also happen to be business school people, not engineers.
I think if we can have what they have, plus a bunch of things they don't, like Wimpy, we'll be in good shape.
I also think that we basically have all the components that we need, we just need to package and configure it, clean up the user experience, polish a couple of the important packages that are still lacking, and write user documentation.
Then we can build verticals and add functionality on that basis.