I personally think SAP is a ridiculously overblown and complicated piece of software. It is just asking for a bunch of smaller companies to come in and slice and dice it apart. However there is huge value in going with a single provider for all your logistics needs.
I see this move by SAP as wanting to shore competition up. If SAP integrates this into their product then I'd be happy. The product will get better. If they don't...well...who knows what will happen?