The computer software industry has three essential vision leaders -- "IBMOracle", Microsoft and SAP. They have a lot in common, such as huge market share, mind share, customer access, financial resources and so on. And being based on the same industry realities, their visions have a great deal in common. But there are great differences, and it's important to keep them in mind. Whether you're looking at buying from the big guys or just using them as templates for your own analysis, the question "What would SAP/Microsoft/IBMOracle advise us to do?" is at least three separate questions.