The constant stream of Covid-19 news can be exhausting, even in the hi-tech sector where, despite some inevitable shocks and setbacks, there is a far higher level of resilience than in most other industries, because getting through the crisis is so reliant on cloud and connectivity. At Wireless Watch, as a weekly analyst report rather than a real time news service, we are trying to draw a balance between assessing the impact of the pandemic on the mobile industry, without allowing this one topic, however important, to overshadow everything else. We seek, in general, to judge implications of new developments over a multiyear period, and currently, the huge number of uncertainties about what the next few months will bring make…