As many as 1 million tech workers hold H-1B visas.
One-time tax could be a boon to some international tech companies including Cisco, Apple, and Juniper.
But cellular IoT connections are just a small portion of IoT end points.
The impact will be bigger than technology.
Telecom equipment vendors' chances of getting acquired are on the rise, according to Goldman Sachs. Among the companies with a raised M&A rating from the firm: Juniper, Ciena, and Infinera.
For years, Cisco wouldn't touch PON or DSL. But now, the access network could have a role to play in SDN and in Cisco's Application-Centric Infrastructure (ACI), and that might have changed the vendor's thinking.