A colleague asked me if I could provide links to any recent industry analyst reports commenting on Microsoft's recent non-announcements on the future of Exchange.  A quick survey through the major analysts finds -- nothing!  
A part of me is surprised and a part of me is not.  While we know that some of the analysts have opinions on the potholes on MS's Exchange roadmap (see Ashim Pal/META's comments in this link from yesterday), there haven't been any specific reports on the topic.  In the past, we've seen a different standard applied to IBM Lotus -- even minor delays to ship schedules result in major hue and cry in the market.  Why do you suppose that is?

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