InformationWeek Reports BI Business Grows 22% in ‘08; Will LI follow?

Citing studies by Gartner, the market research firm, InformationWeek reports that business intelligence (BI) software solutions grew 22% in 2008 to $8.8 billion with only six vendors comprising 75% of the market: SAP/Business Objects, Oracle, IBM/Cognos, SAS, Microsoft, and Microstrategy. SAP/Business Objects own 24% of the market outright with $2.1 billion in revenue. Gartner suggested some bifurcation of the market with IT departments either purchasing "stack-centric" solutions (e.g. IBM, Oracle, etc.) or targeted solutions for specific departments thus leaving mid-tier BI players with decreasing revenue.

It got me thinking about two issues:

1. Are location intelligent (LI) solutions following the same trend: Will the larger, "stack centric" LI providers like Microsoft, Oracle and SAP be the leaders in the LI space? Are they already?

2. Will LI be absorbed into BI as just another weapon for the BI solution vendors?