Cloud is changing the market landscape
What I gather from this article is that massive service providers (aka consulting companies) are being subject to a sea change in their very livelyhood. Big customers are less inclined to sign big contracts, and smaller customers are going to the fluffy failures of The Cloud.
This can only be temporary, though. The Cloud is far from perfect in itself, and people are starting to wake up (albeit slowly) to the fact that their data is no safer there and they need measures in place when the fluff grows a hole and their data disappears.
It will certainly take a long time before people (and companies) learn how to manage their cloud data properly, but until they do, there is room for consultants and service providers to help them get there.
It's just that the service providers need to adapt to that landscape as well.
Apparently, that adaptation is going to be painful.