iPhone X Risk Is Being Underestimated, iPhone X Pricing Concerns Overblown, iOS 11 Adoption Pace

Today's Above Avalon email includes the following stories: 

  • iPhone X Risk Is Being Underestimated
  • iPhone X Pricing Concerns Overblown
  • iOS 11 Adoption Pace

We kick off today's email by continuing the discussion found in this week's AboveAvalon.com article ("iPhone Courage"). Specifically, we go over how the risk found with iPhone X is being underestimated. We also go over why I don't think iPhone X pricing is as much of a concern as consensus assumes. The email concludes with my thoughts on iOS 11 adoption and what appears to be an accelerating adoption pace.

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Google's Hardware Event, Google Priorities, Areas of Concern for Apple 

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Apple Watch Installed Base and User Base Estimates, Measuring Apple Watch Adoption, Apple Acquires Regaind