If Oracle or SAP or IBM had made this acquisition tech analysts, media and blogs would be abuzz with commentary and screaming "consolidation" - but because GE Healthcare is acquiring IDX, it has not seen much play in the tech world. To me this is another example of industry "tiering" rather than consolidation - as I wrote in my blog Technology Keirutsu. Citibank is in to a number of software and BPO initiatives. UPS and Fedex offer a number of logistics products. Innovative Fortune 500 companies are learning that their brand and domain expertise often allows them to provide technology products, content or services much better than technology vendors can.
Consumers want solutions - if technology is embedded rather than procured separately, even better. And to many GE or UPS has far more credibility and performance record as a supplier than do many tech vendors. May mean tech vendors learn to swallow their pride and in many markets become Tier 1 or 2 suppliers to the GEs rather than go to market themselves.