Here's another thought related to the recent market consolidation: Systems integrators could be the big winners.
My logic: As the big enterprise software companies add to their portfolios by gobbling up pure-play vendors, they also dramatically increase product and platform complexity. So, while it might be easier (in some sense) to have a single supplier of software, implementation difficulty and cost will grow. User organizations lacking sufficient skills will heavily leverage SIs (even more than today) as they strive to quickly deliver quality applications to meet pressing business requirements.
Using basic micro-economic principals: the price of consulting will rise as supply is already constrained. Until supply catches up with demand, the SIs could be rolling in dough - with margins rivaling software products.
What do you think?