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The Man Who Could Move Markets, Tuesday

Monday, 13 Sep 2010 | 5:37 PM ET

With stocks at somewhat lofty levels and pushing higher, you can bet Wall Street will be listening closely to this man on Tuesday.

We’re talking about Cisco CEO John Chambers who will be speaking at the tech titan’s annual analyst meeting.

Because the switchers and routers made by Cisco are the nuts and bolts of technology, the company’s outlook is widely considered a barometer for the tech sector broadly.

Take Your Position
Analysis ahead of Cisco earnings, with Colin Gillis, BGC Partners analyst.

Usually upbeat, back in August you may remember Chambers rattled the Street when he used the phrase ‘unusual uncertainty’ to describe the business climate despite reporting record revenue and record EPS.

What now?

Find out from BGC Partners analyst Colin Gillis. Watch the video now!



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Trader disclosure: On Sept. 13th, 2010, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Adami owns (AGU), (BTU), (NUE), (C), (GS), (INTC), (MSFT); Adami’s wife works at Merck; Seymour owns (AAPL), (BAC), (INTC); Edwards owns (PM); Finerman’s firm owns (BAC); Finerman’s firm owns (GLW); Finerman’s firm owns (HPQ); Finerman’s firm owns (JPM); Finerman’s firm owns (PLCE); Finerman’s firm owns (DTG); Jon Najarian owns (AAPL) call spreads; Jon Najarian owns (ARST) calls; Jon Najarian owns (CSCO) call spreads; Jon Najarian owns (RHT) call spreads

For Patty Edwards
Edwards owns (PM) for clients
Edwards owns (KFT) for clients
Edwards owns (KMB) for clients
Edwards owns (TAL) for clients
Edwards owns (LEG) for clients
Edwards owns (WDFC) for clients
Edwards owns (JNK for clients
Edwards owns (LQD) for clients
Edwards owns (SPY) for clients
Edwards owns (VXX) for clients
Edwards owns (TIF) for clients
Edwards owns (JCG) for clients
Edwards owns (MSFT) for clients
Edwards owns (JPM) for clients
Edwards owns (C) for clients
Edwards owns (BAC) for clients
Edwards owns (HPQ) for clients
Edwards owns (CSCO) for clients
Edwards owns (INTC) for clients
Edwards owns (GLW) for clients
Edwards owns (V) for clients
Edwards owns (AEO) for clients
Edwards owns (SBUX) for clients

For Dennis Gartman
Funds managed by Gartman are short (GS)
Funds managed by Gartman are short (JPM)
Funds managed by Gartman are short (STI)

For Mike Khouw
Cantor Fitzgerald makes a market in (GMCR)

For Jeremy Zirin
***No Disclosures***

For Colin Gillis
***No Disclosures***

For Carter Worth
***No Disclosures***

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