I'm convinced sales forecasters don't actually understand how software ecosystems work.
From a stack perspective, you can't really go it alone anymore. The total necessary software universe is too large to rebuild on a reasonable timescale, and too expensive to rebuild by oneself.
IBM is about the smallest scale that can do this -- and even they're leveraging decades of effort.
IBM and Apple. Which makes Apple's Big Brother ad even funnier.
Having seen this play out a number of times I don't think targetting that segment and only that segment is a great idea.