Found the Educational Technology Trends 2010 quite interesting. Especially the part which predicts yet again (still?) the death of the LMS.
Both learning and learning content are moving away from traditional centripetal models, in which everything happens at set locations and is controlled at the institutional/publisher level (top-down), and moving toward centrifugal models that are learner-focused (bottom-up) and in which learning happens wherever a student happens to be. This means new platform models for learning (post-LMS), greater mobile access, more flexible e-commerce models, and a renewed explosion in generic online learning.
I suspect the relationship between the LMS and what is next is more like LMS : post-LMS/PLE/DIY U :: book : Internet. The Internet has not as of yet killed off the book. We still have plenty of books available. Even books are shifting towards digital. The Internet just moved into greater prominence and changed how we think. Similarly, new platforms may result in something which we will think of as how students learn in higher education, but the LMS will still be around for a very long while. (Which is good because it means I still have a job for a while.)