Just think about how dependent we are upon electronic mail. When e-mail goes down so do whole companies momentarily. This is an example of technology, that ten years ago was essential but today is the life blood of business. It also has not changed too much beyond Exchange, POP, and IMAP because it just works and is good enough to get the job done.
There is a niche for software, hardware, and all types of players who know what they do and do it very well. Companies have to ask themselves, "Do we want to make steak knives or butter?" then make the hard decisions. In these times markets need to be created and not followed.