Looks like CSCO has some coat tails.
I hope CSCO's success shows up in IBM's Q2 revenue.
My guess is that after citing rollover deals in connection with the Q1 results that Q2 will have to look good for IBM to keep face. IBM does try to manage its image in anything they do.
My guess at this point is they will exceed the estimate av for Q2. But we'll see about the outlook.