So, I expect the MDM market to grow gradually. It could be a good area for you to add, though you may want to stay open to adding BI skills also, where there is a more immediate level of demand. As for CRM, CRM is certainly a growth area in SAP, though the CRM product area has never been as hot as we expected, and now on-demand solutions like salesforce.com are forcing the big CRM vendors, which includes SAP, to tighten their value proposition. One area connected to SAP CRM that I like a lot is NetWeaver Mobile, simply because there is such an emphasis on porting SAP to all kinds of mobile devices. Based on your Portals skills, there are a number of areas you can extend your SAP skills into. I like the way you are thinking, but keep your mind open to other possibilities that your project might present to you.
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