Today's Above Avalon stories:

Apple TV Unit Sales Estimate
The Skinny Cable Bundle Mirage
Tim Cook Visits China and India

We kick off today's email by discussing Apple TV sales share in the U.S. After looking at the latest trends, we go over my estimate for Apple TV unit sales on an annual basis. The discussion is then broadened to go over why I think the skinny cable bundle will end up being a mirage to many tech companies, including Apple. The email concludes with some thoughts and perspective on Tim Cook's trip to China and India. There is way too much cynicism in the press regarding his trip.

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