Old-School SOA Vendors
Old-school SOA vendors are those with "legacy" integration or application development solutions that "SOA-tized" their stuff, basically adding Web services interfaces, orchestration, governance, etc. I've been here before - you're working with an existing product and existing customers, and suddenly a new wave comes along. You have to keep up, thus you add another layer onto your existing product to make it a bit more acceptable to the market, and also maintain backward compatibility with your existing customer base. It's not easy.
New-School SOA Vendors
New-school SOA vendors are those with new products. Typically they are start-ups with fewer than 100 or so customers. They don't need to SOA-tize their products because they are typically built from the ground up with SOA in mind, doing both service- and information-based integration. However, there are advantages to starting with a new canvas, and some drawbacks as well.