Interesting quote from this Gartner document - Magic quadrant for Horizontal Portal Products 2005:
Microsoft moves into the Leaders quadrant for the first time. SharePoint Portal Server 2003 continues to improve, and the Office franchise continues to grow. A key part of the Microsoft Office System, Windows SharePoint Services, is being widely adopted, which has created a pull-through effect for SharePoint Portal Server. Microsoft had the highest growth rate of all the portal product vendors during the past year.
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