NEW YORK ( TheStreet) -- I was recently reminded by some comments from readers that I've been on a pretty good winning streak lately.Some of my recent calls includes Pep Boys' ( PBY) stock selloff, my buy recommendations of Adobe ( ADBE) and Micron ( MU) and the ongoing struggles of VeriFone ( PAY) that we've documented for the past nine months. So why do I feel like a loser? Well, we always remember the one that got away. In this case, I missed on Oracle ( ORCL). CRM) is doing some serious damage. For that matter, I'm also inclined to believe that given the lengths that Salesforce.com is willing to go, Oracle's struggles may only be starting. Plus, given the fact that management issued lower-than-expected guidance for the next quarter, it's clear that Oracle is sensing the imminent pressure not only from Salesforce.com and IBM ( IBM) but possibly from emerging cloud rivals like Workday ( WDAY). What's also clear here is that enterprises are beginning to shift how they procure services that meet their strategic initiatives. Is Oracle falling behind? It sure seems that way.