Enterprise technology supervendors---Oracle, Hewlett-Packard, IBM and others---are working diligently to acquire everything in sight and give you integrated stack of technology and innovation in a box. However, these IT vendors can buy innovation, but they can't maintain it over the long run.
That's the message from Gartner research head Peter Sondergaard. Speaking at the Gartner Symposium in Orlando, Sondergaard said:
The IT industry is caught in a vortex of supervendors who claim that they can purchase innovation. They claim this is superior to internal R&D. We believe this is not sustainable. Acquiring innovation is one thing. Maintaining it is impossible. Users will not accept architectural mediocrity. This will challenge the business models of supervendors.
Sondergaard's theory is that the enterprise IT industry is going to face a massive upheaval over the next 20 years as things like social computing, context aware computing, pattern based strategy and cloud computing all wreck traditional supervendor models.
I've questioned the concept of the supervendor for one reason: Economics. Why would an IT buyer give up all of the negotiating leverage to one vendor and one stack? Why would you lock yourself in like that? The idea of an integrated stack always struck me as a vendor creation.
Sondergaard's argument is a bit different. He projects middling IT budget growth over the next 5 years. Think 3 percent to 5 percent growth a year, a tally that won't keep up with global inflation. This weak budget growth will force companies to act differently. Toss in consumerization, changing work habits and the blurring of personal and professional activities and IT managers are just going to use whatever gets the job done. Those tools could be smartphones, tablets or something else. Chances are it won't be a so-called integrated stack.
The message: Some supervendors will be toast because they won't be able to meet the needs of customers. They will miss the curve, becoming jarringly mediocre and lose. When will this happen? Sondergaard said the next decade to 20 years. For now, supervendors are dominating, but the following trends will make them look like dinosaurs:
Sondergaard said each will be disruptive, but combined these four trends will be "diametrically the opposite of what we have focused on the last 40 years."