The Tech Bellwether
By Jesse Freund

(Business 2.0) – If any company reflects what's up with corporate tech spending, it's Cisco: Nearly 75 percent of the company's sales go to blue-chip customers. When Cisco releases its fiscal third-quarter results on May 11, analysts expect to see 3 percent revenue growth, which would confirm evidence that buyers are creeping back into the IT market. The report's most intriguing revelations are likely to come from Cisco's advanced technology division, which includes new lines such as network security and Internet telephony. The growth of voice-over-IP could push sales in the segment past $840 million, a 73 percent jump from last year.