Fitbit Earnings, Fossil / Garmin Wearable Results, Thursday Q&A

Today's Above Avalon daily update includes the following topics: 

  • Fitbit Earnings

  • Fossil / Garmin Wearable Results

  • Thursday Q&A

We kick off today’s email in wrist wearables land and conclude with the latest installment of Thursday Q&A. I answer the following questions from Above Avalon members:

  • How concerned should Apple be about disruption from foldable screen technology?

  • Why was the 12-inch MacBook not discontinued? Why is the MacBook Pro without Touch Bar still in the lineup?

  • Will iPad Pro eventually take the place of MacBook Pro in Apple’s lineup?

  • Apple didn’t mention Intel when talking about the new Mac products last week. Is there anything important to read into that?

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Spotify 3Q18 Earnings, Estimating 3Q18 Microsoft Surface Unit Sales, Previewing Black Friday Promotions 

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Jony Ive on the New iPad Pro, The iPad Pro Reviews, Laptop Replacements vs. Alternatives