You can find the complete report here. I was kinda suprised to see that Sun wasn't in the top three for the ability to execute.
Here is the list of the top three visionaries and the top three companies with the capability to execute:
Visionaries
- Microsoft
- SAP
- IBM
Capability to Execute
- IBM
- Microsoft
- Oracle
Some strange ones that made the list that I wouldn't have thought would be there:
- Tibco Software
- Progress Software/Sonic Software
- WebMethods
- SeeBeyond
- Fujitsu