Om blogs insightfully about the takeover of 2Wire, a significant move that seems to be led by the AT&T/SBC crowd and Alcatel. My guess is ex Probe research analyst lead Hilary Mine was a part of this play. She's always had good insight about the way Carlos Slim, SBC and now that she's at Alcatel I sense her warm hands all over this.
That also means there's a VoIP angle in the deal as VoIP via the Set Top Box is a play that's going to happen. Why else would Cisco have snapped up Scientific Atlanta so fast this past month?