I believe such bundles are marketed as "appliances" -- a ready-to-use servers with all required packages installed. Google search appliance comes in mind, some routers are distributed as appliances... only these days the appliance doesn't have to be real; it could be a VMware image, for instance.
Back in some days PHP+Apache+MySQL was distributed as a package to install on Windows (targeted at PHP developers) ... JIRA in its early versions was delivered as a Tomcat+DB+JIRA itself.
... So the model is not exactly new, and I'd say it is proven.
Having said that, in the context of the post you provided, a bundle is not disrupting SaaS; it still competes with on-premise applications. SaaS vendors will still have a cost of ownership edge over such a bundled solution; for instance, Atlassian provides a bundle of their applications together online - with the same goal to reduce buyers integration pains, but at a fraction of a cost you may be able to charge for a on-premise bundle profitably.