Dyson’s Electric Car Plans Move Forward, Fingerprint on Display as a Differentiator?, Thursday Q&A

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

  • Dyson’s Electric Car Plans Move Forward
  • Fingerprint on Display as a Differentiator?
  • Thursday Q&A

We begin today's email with my thoughts on Dyson working on electric vehicles. We then discuss the idea that fingerprint on display (FOD) technology will represent a differentiator in the smartphone industry. We conclude with an installment of Q&A. I answer the following questions from Above Avalon members:

  • Do I think demand for the large 6.5-inch iPhone is underestimated? Is there a good reason it can’t be the second-best selling iPhone?
  • Could it make sense for Apple to encourage customers to subscribe to an iPhone?
  • How does sudden AAPL price appreciation impact the company’s buyback? Logistically, how does Apple buy back shares?
  • Do I read anything into Tim Cook selling half of his shares recently granted? What performance metrics does Apple need to hit in order for Tim Cook’s bonuses to be fully granted?
  • Which vendors are candidates to work with Apple on a car?

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