Today's Above Avalon stories:
- "Apple-as-a-Service" Primer
- The McLaren Technology Centre
Today's email includes an "Apple-as-a-Service" Primer, taking a closer look at Goldman Sachs' big AAPL note yesterday and the topic of Apple transitioning to a services company.
There are seven parts:
- What Happened?
- What did Goldman Sachs say?
- Apple ARPU Details
- Peer Comparsion
- My Reaction
- Conclusion: Story vs. Strategy
We then have Thursday Q&A and a closer look at the McLaren Technology Centre outside of London.
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