Tim Cook Discusses AR Glasses, Deep Dive into 3Q17 Mac and PC Sales, Apple Bets on "Amazing Stories" Series

Today's Above Avalon email includes the following stories: 

  • Tim Cook Discusses AR Glasses
  • Deep Dive into 3Q17 Mac and PC Sales
  • Apple Bets on "Amazing Stories" Series

We kick off today's email with a closer look at Tim Cook's comments about AR glasses in an interview with The Telegraph. This Apple management team is not big into misdirection. The discussion then turns to my thoughts on IDC's and Gartner's 3Q17 PC shipment data. We take a closer look at their Mac shipment projections and how they compare with my expectations. The email concludes with my thoughts on Apple selecting "Amazing Stories" for its initial slate of original video programming.

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Apple Screen Size Trends, Mark Zuckerberg's VR Vision, Thursday Q&A

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iPad Installed Base and User Base Estimates, iPhone 8 Plus Outselling iPhone 8