p.s. on the 2009 SharePoint Conference virtual pressroom information resources page, you can download some recent analyst reports (which Microsoft has licensed to make freely available):
Analyst Reports
Magic Quadrant for Horizontal Portals
Magic Quadrant for Information Access Technology
Some snapshots from the reports:
Keep in mind, while reading the analyst reports: they cover SharePoint 2007, and do not address the new features just announced for SharePoint 2010.
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