Market Entry Moves by Cisco Warrant Review

So what do I think of Cisco's latest moves? I'm game with the vertical strategy. It'll put them in the same place as several other good vendors but competition amongst this class of firms will only lead to goodness in the market. On the consumer play, I have concerns but if I suddenly see some good consumer folks joining the Cisco team, or some way of running their new acquisition as a stand alone company, I'll gain more confidence.