Listing to analysts is considered harmful.
Paul Murphy summarizes, what happens, when you listen to an analyst:
So what's the lesson here? Remember the loonovitch? Steven Milunovich and his peers on Wall Street endlessly advising Sun against spending money on R&D? HP took their advice, and is just running out its momentum; Sun and IBM didn't and are prospering.
Without R&D no Solaris, without R&D no Power6, without R&D no Niagara2, without R&D no Rock. And in my opinion, IBM will bleed on the long term for the minimized R&D on AIX.