Intel employee's Scott Smith & Mike Ferron-Jones recent podcast around the various models for computing. The video is embedded in this blog, and can be viewed here.
The performance studies he references in the video are: http://communities.intel.com/docs/DOC-1322 and http://communities.intel.com/openport/blogs/ecmf/2008/01/25/streaming-impact-on-the-server-and-network
This is of course the Intel perspective - does it align with what you see?
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application_streaming,
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virtualization,
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alternate_compute_models,
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saas,
software_delivery_models,
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virtualization