Oracle Believes ERP Market is Recovering

The title of the article below seems a bit misleading to me. It’s not clear to me that there is evidence of SAP’s unravelling, unless the reference is to SAP losing market share. Furthermore, I don’t think at this point that this can be identified as a permanent trend, perhaps the market segments that SAP targets are more affected by the global recession than Oracle’s market segments.
It is, however, encouraging to see one more voice added to the chorus of voices in support of a recovery.
Oracle Says Market’s Recovering But SAP’s Unraveling – Global CIO Blog – InformationWeek