I have already recommended to a few clients that we include Lotus Foundations in consideration for their 2009 plans. I'd like to say more about foundations, but without hand-on experience, I have little to tell just yet. Meanwhile, I have found the following resources and blog entries helpful:
IBM Foundations Press Release
Bilal Jaffery's Foundations blog
If you are running foundations, I'd like to hear of your experience.
Update: Gregg Eldred just posted this summary of a Foundations article in The Register.