SAP has spent nearly $15 billion on four acquisitions over the past 30 months to assemble the "SAP Business Network" and have stuck their customers with separate hard-wired and monolithic application architectures with disparate data and user experience models and absolutely no possibility of integration. For SAP customers, these acquisitions means a higher TCO, lower adoption and savings rates and will inevitably result in a highly dissatisfied employee population.
While SAP, Concur and Ariba are no longer asking you to host their legacy monolithic mess and are hosting it themselves (while calling it "cloud"), it's still an unwieldy, expensive and generally unusable mess that you'll simply be renting vs. buying. Once you're locked into this application and network mess, whether buying or selling, prices will invariably rise, choices will be limited and the exit doors will be closed.
Before any business in the world takes SAP in the Cloud seriously, the company needs to prove that it can match its press releases and deliver a "real-time global Networked Economy to reduce complexity without sacrificing sophisticated work."
I wouldn't hold your breath.