Who's gaining in the ERP horse race?

I've been under the general impression that SAP has been gaining market share against PeopleSoft and Oracle. But a recent market study by IDC says otherwise. According to eWeek,

The ... report painted an inconclusive picture of just who among the top ERP vendors—SAP AG, PeopleSoft Inc. and Oracle Corp.—is taking market share from whom.

The IDC numbers indicate that PeopleSoft's revenues fell nearly 8% from 2002 to 2003, while Oracle's revenues increased by nearly 8%, and SAP's grew at more than double that rate....

However, IDC research director Albert Pang, who authored the study, said there were no real gains or losses in market share among the top three vendors from 2002 to 2003. He said PeopleSoft's revenues fell largely because of the more than $100 million in maintenance revenue that the company wrote off as part of accounting for the J.D. Edwards acquisition.

Meanwhile, Oracle's gains were largely from increased maintenance revenues, not from selling new software. And SAP's 17% revenue gain came mostly from the strength of the euro, which the German-based company reports revenues in, against the dollar from 2002 to 2003. In real-dollar terms, SAP's revenues were also flat, Pang said.

"The top three were all essentially flat," Pang said.

Pang indicated that several other ERP companies did see an increase in market share, such as Microsoft, SSA Global, and Sage.

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