The world of virtual donuts is supply constrained. Extreme Networks finally gets SDWAN buying Ipanema from Infovista at a bargain price. Research firms that does the numbers Dell'oro pitches that Education and Government markets will be spending big on WiFi6E - we aren't so sure that campus spending will be big just some spending but Dell'oro told us that government economic stimulus is the driver. Most will focus on distributed work.

Huawei posted 29% revenue reduction as the trade sanctions impact their overall business. A reminder that political solutions are slow if you have to make plans. And in space networking, SpaceX acquires pico-satellite company Swarm for IOT networking.