Back when I was an industry analyst (VP, E-Business Strategies at the META Group, since acquired by Gartner), I often had to critique emerging markets. Unlike venture capitalists, industry analysts are privy to product roadmaps from publicly-traded companies, including the industry giants (Oracle, SAP, Microsoft, IBM). And unlike i-bankers, they are privy to product roadmaps from start-ups. And as a kicker, some analysts (actually, only those with the largest firms; back then, primarily limited to those analysts with Gartner, Forrester, META and Giga) get a lot of great feedback from CIOs and other end users.