Directions on Microsoft is an independent organization that focuses exclusively on tracking Microsoft: "Our team of Microsoft experts analyzes shifts in Microsoft strategy, upcoming products and technologies, business and marketing initiatives, and organizational changes so you can quickly assess how they impact your business. We've studied Microsoft since 1992 and our staff includes Microsoft alumni with senior-level contacts throughout the company"

I'm a regular reader of their reports (Microsoft has a corporate subscription), and I know one of their writers, Greg DeMichillie, from his days at Microsoft.They have done one of their public articles on SharePoint, which is worth a read if you want to know more about SharePoint.