We were pretty excited about Cisco’s IoT opportunity, back when it acquired Jasper in 2016 for $1.4bn. Having netted the then-leading IoT ‘connectivity platform,’ effectively a business that specialized in making sure that an IoT device had a valid IoT network connection through a series of operator integrations, we could see a lot of upside for Cisco to expand into the wider IoT. However, Cisco seemed to lose interest in Jasper, instead making a series of tweaks that seemed to move the Jasper offering away from the IoT and into Cisco’s business software realms – managing things like enterprise mobile phone subscriptions, so you wouldn’t be shafted by roaming charges. Since then, we’ve heard essentially nothing from the Jasper camp,…