When profit margins of a business are of the order of 5 to 10 percent, and cost of facilities/services/logistics/buildings/energy are up by at least 5 to 10 percent; the fantasy idea of "too important to fail" will be challenged.
In fact cruddy software that *adds* to business total cost of ownership means that it should be one of the first candidates to go.
Looking at SAP in particular for that comment. But not the only one.