Yesterday we saw quarterly results from sector stalwarts such as IBM, Intel, Juniper and VMware, and there’s plenty to be happy about in the figures. Infrastructure investment is picking up again, and these companies should be well placed to benefit. VMware’s parent, EMC, announces its own figures today and we are presumably looking for similarly positive news there. Results are positive and beat Wall Street’s estimates, but the after-hours jump in IBM stock fell back and is currently down half a point in a tech market that is generally showing slight growth across the board. So positive, better than expected, but still not good enough? Some people are never happy!