Not only they are going to beat but they are going to crush. Most of the revenues come from abroad. Even with the slowing economy in the US, the tanking dollar, VMW should spring back. Do the math . . . Besides, be aware that VMW is the perfect company for companies that tries to save money. The more downturn in the economy, the more need there is for a company like VMW. Don't be suicidal in shorting . . .
While spending has slowed for big companies, they always have money for the things they need. With the return VMW can give them why would they not continue spending on a critical piece of thier infrastructure? They will beat estimates.