I read a good article covering the results of a smallish survey in Australia on Oracle, SAP and Microsoft. Not suprisingly, Oracle and SAP seem pretty evenly split, there is skepticism about any up front cost savings of SOA, Microsoft is very far behind in perception, and licensing fees are becoming a much bigger source of concern as folks contemplate how much to pay for licensing before they make any final choices about Fusion or NetWeaver.
For those unfamiliar with the options for Oracle/PeopleSoft/JD Edwards/Siebel - here is a short list to get you started:
TomorrowNow (leading PeopleSoft, JD Edwards 3rd party maintenance provider) [full disclosure, TN is a Newmerix customer]
Klee Associates (JD Edwards)
Rimini Street (Siebel)
BTRG (PeopleSoft)
LegacyMode (PeopleSoft)