The VAR Guy

Everybody hold your breath. Cisco Systems is set to announce financial results on May 6. Most observers are cautiously optimistic. If everything goes as planned, Wall Street will breathe a collective sigh of relief. But if CEO John Chambers is in another “lumpy” mood, things could get really ugly real fast.

About a year ago, Cisco CEO John Chambers predicted his company’s competitive landscape would shift from networking firms to software and Web 2.0 companies. Apparently, Chambers was right: Recent financial results from numerous networking companies suggest many of Cisco’s old rivals are falling off a cliff. Here’s a look behind the numbers.