And then there was one. I've written before about the end of "end-to-end" IT solutions, but yesterday was a defining moment in the market. HPE sold off its software division, including all big data and analytics assets like Vertica and IDOL. Dell and EMC closed their merger, creating a new hardware powerhouse, but only after selling its own Dell Software group which encapsulated Statistica and TOAD. Intel carved out McAfee security. In the not so distant past, IBM also shed its server division to focus more on analytics and Watson offerings. What all these actions signal is a seismic shift in the market, a rift between the hardware and software and the idea that a single vendor can win everywhere. The sole remaining exception may be Oracle, and if the movie Highlander taught us nothing else, it is that there can be only one.