What I mean "commodity" is in the perspective of system integrators, not manufactor. Cisco may sell more boxes now and make big money. It does not matter. when there is too many skills on the street, the price for services will drop. it happened before on R&S, and it is happening right now on VoIP. I am not denying VoIP is going huge, but from a skill perspective, it will soon reach to a point that there are many skilled workers available in the market, the margin for system integrator will drop. for every IP phone a system integrator sold, the profit for cisco is 10 times bigger than the system integrator. SI is losing money, instead of making money on most IPT projects. A skilled IPT engineer can make 100K+ easily now, won't be the same case in 18-24 months.