Random Monkeys
"Repeated experiments have shown those random monkeys outperform most fund mangers."
Repeated experience have also shown that random monkeys can outperform most "tech" pundits when it comes the future of the industry.
You'll notice that some of the companies in your list are highly diversified and operate in mature markets, while others are narrowly focused and operate in rapidly growing markets.
If you primarily sell PC operation systems and office packages, then your room for growing sales of those products is limited. If you are primarily in e-commerce and "cloud", then rapid growth comes naturally. There needn't be anything extraordinary about the companies in either case, they are just following the general trend for the market they are in.
As for how does a company get in on the ground floor of a growth market? Very often, it's by chance. All they need to do then is to not screw it up.
- IBM, Microsoft, Oracle - Diversified companies with slow growing products. It will be hard for any of them to come up with a major new product line to replace their existing ones and give them rapid growth. Microsoft's failures in the mobile market are particularly notable. All are trying to get on the "cloud" bandwagon, but that wagon is a looking to be a prettry crowded one.
- SAP - I can't explain that one.
- VMWare - They've been focused on one of the hottest markets in IT - virtualization. There is also some financial engineering going on with respect to their share ownership.
- Google - They're big in the rapidly growing web services and mobile markets. They have a history of producing a lot of failures, but they also have a history of ruthlessly cutting failed projects and piling effort into successful ones. In other words, they throw darts at a dart board, but the markets they focus on are ones which let those darts pay off very well and very quickly when they hit something.
- Amazon - E-commerce is a hot market. They're dominant in cloud infrastructure, but I'm not convinced that's a big factor.
- Salesforce - Somebody, one of the big but stodgy vendors, will buy them out at a good premium.