Here are my 2 cents:
ERP on the cloud will be driven more by the sense that it makes to the bottom line of companies - less need of hardware, less need of licenses and primarily, lesser need of JDE trained resources. Outsourcing has already caused a reduction in the JDE job market, cloud computing will be the last stake.
The only caveat that may prevent companies from joining the cloud computing market is the security aspect. Cloud computing is still not as secure as expected. I am no cloud computing expert and I may be wrong, but this is what I have gathered about issues with current cloud computing technology.
The infusion of BI into Fusion applications, as the article expects, would be a requirement going forward for any ERP solution. BI is going to drive forward the 'data view' expected by the business and thereby inherent ERP tools such as JDE's RDA toolset will no longer be used to the extent it is used presently. Processed data such as Sales orders, Purchase orders, Vouchers etc could be tied by an intelligent BI solution to help the business in all aspects from planning to production.
I think third party maintenance will continue in some form or the other.
Ofcourse, everything depends on the available budget in this economy. A company could go the whole nine yards - cloud computing, mobile connectivity via smartphones, BI, virtualization etc, provided it is willing to spend.
One thing is for certain, ERP as we have known it, green screen or the current web based is changing rapidly.