I think all the publishers are looking at salesforce and thinking, ""I'm gonna do like they do!"" sf consultants make often very good money, and pay to sf for certs, but get no commissions.
Now, I think sf is a unique situation. And sf makes its sales from a very, very aggressive (mostly inside) sales force. So I think Sage & Co are crazy if they think they can do this same model. So I don't think margins will actually go to zero. And I think we will continue to need a strong software brand (Sage 100, X3, Epicor, MS Dynamics, etc.) as a marketing hook. I don't think ""generic ERP consultant"" will fly anytime soon.
That said, if we can't figure out how to deliver more value to existing customers (and get paid for it), I don't think the $$ will add up. This is what the SLA Retreat was about.