Today's Above Avalon stories:

The Microsoft Surface Strategy
Thoughts on Microsoft Surface Studio
NBCUniversal to Sell Ads in Apple News

We kick off today's email with a closer look at Microsoft's Surface Studio. The discussion begins with an overview of Microsoft's Surface strategy and then shifts to my thoughts on the Surface Studio. We also discuss my view on the Surface Studio representing compeititon for the Mac. The email then shifts to news of Apple partnering with NBCUniversal to sell ads in Apple News. We discuss the implications from the partnership and how it relates to the narrative of Apple wanting to become a services company. There are an increasing number of holes in the narrative.

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