Today's Above Avalon stories:
- Deep Dive into 3Q16 PC and Mac Shipments
- Amazon Adds Twist to Music Streaming Wars
- Thursday Q&A
We begin today's update with a closer look at Gartner and IDC 3Q16 shipment data for PCs and Macs. Along with discussing Chromebook sales data, we go over my thoughts about the very weak Mac results during the back-to-school shopping season. There is much more to this situation besides outdated Macs. The email then turns to Amazon's new music streaming service. I had a number of observations about Amazon's strategy, including how the service represents a new twist to the music streaming wars. We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members:
- Would it make sense for Apple to acquire Fitbit?
- What is Apple's greatest vulnerability over the next five to 10 years?
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