I woke up around 6:00 AM to CNBC where they were talking about how IBM killed the global markets because they preannounced that they will miss their numbers and weren’t so optimistic about the future. Interestingly on my recent San Jose tour, I heard that enterprise customers were holding off on purchasing in Q1. I mentioned it in last week’s podcast actually – make sure to check our podcast page for today’s cast… We do these on Fridays.