North Carolina, Georgia, and Florida are definitely trending Democratic at a snails pace. But it's offset by the rest of the South's rapid trend rightward.
I would agree with Georgia. Florida on the other hand doesn't seem to be moving much at all, and NC (despite the Dem losses last year) does seem to be moving Dem at a decent pace.
If anything Florida has seemed to be moving right. At least, that has been my impression. North Carolina seems to have made something of a jump to Obama.
Although I think Democrats might do well to remember that Obama is a bit unusual in that he fires up both black voters and college kid-type voters at the same time. That might be hard to repeat in the future and I suspect that might be important in a state like NC.
Demographics seems to help Dems in Florida, though. IIRC from an NPR blurb the other day on Florida's continuing population boom, much of it comes from increased black and hispanic immigration to the state. And most of these newer hispanics are not from Cuba, but rather are from more Democratic friendly ethnic groups like Salvadorans and Mexicans.