The VAR Guy

Investors and partners are holding their breath as Cisco Systems prepares to announce quarterly results on February 6. Cisco CEO John Chambers (pictured) spooked investors during the company’s previous quarterly earnings call, when he said enterprise sales felt a bit “lumpy.” The VAR Guy spoke with several Cisco partners ahead of the latest earnings release to gather their expectations.

Rising energy prices. Sub-prime lending woes. Slowing consumer spending. Amid all these economic fears, IBM disclosed stronger-than-expected quarterly (though preliminary) financial results today. The VAR Guy is a little bit relieved. But let’s not celebrate too much. It’s great to hear good news from Big Blue–but plenty of question marks continue to surround the IT market in 2008.