This is less true than it used to be. Oracle/SAP are largely recognized as multi-billion dollar technology quagmires these days; integration has become so much easier that cobbling together a bunch of SaaS solutions to replace a centralized ERP is a viable approach.

Likewise, IBM has become known as a vaporware vendor. They combine the worst parts of management consulting with an offshore / outsourced development process, so I guess it’s not a surprise they ended up like all the other companies that sell business tech solutions (Infosys, Wipro, etc). They’re often mentioned in the same breath these days.