I wonder what this means for AT&T U-Verse. They currently use set top boxes from Cisco, with a rumor of "finally" replacing the horrible "2wire" residential gateway for one from Cisco. Does this mean no residential gateway from Cisco for AT&T U-Verse because it would be done under a "consumer" label? Or is it considered something else where it will not be effected by something like this? I guess more waiting...