Apple Settles with Qualcomm, Intel to Exit 5G Smartphone Modems, Apple's Game of Modem Chess

Today's Above Avalon daily update is dedicated to discussing Apple settling with Qualcomm and the two companies agreeing to dismiss all litigation between each other.

The email includes the following topics:

  • Apple Settles with Qualcomm

  • Intel to Exit 5G Smartphone Modems

  • Apple's Game of Modem Chess

We go over my full thoughts and perspective on the major developments.

Above Avalon membership is required to read this daily update. Members can read the update here.


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Apple FY2Q19 Earnings Preview (Part 1 - Setting the Stage), 1Q19 iPhone Sales Share, Netflix 1Q19 Earnings

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The Flaw in the Apple Services Narrative, A Different Way to Look at Content Streaming, Jeff Bezos' Annual Shareholder Letter