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It's not a guess, it is pretty much the stated goal. NPR interviewed a Google product manager saying as much (though not in so much in a "we'll grind Microsoft under our bootheels" way).
But first they'll have to get their office productivity Web apps to a non-suck point if they even want to have the slimmest of chances. And then offer them in a convenient way such it can been used as an enterprise solution without in any way exposes corporate information to life outside a firewall*. We're expressly forbidden from using them here at work.
*They may already have that, but if so it isn't ever coming up as an option that I've seen.
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