Today's Above Avalon stories:
- Apple Expects Record Apple Watch Sales
- Deep Dive into 3Q16 Wearables Market
- Motorola Is Done with Smartwatches
Today's email has a wrist wearables theme. We begin by taking a closer look at Tim Cook's latest comments about Apple Watch sales. We discuss the various implications related to his commentary, including what Cook's strong statement suggests for Apple Watch unit sales during the holiday quarter. We then take a deep dive into the 3Q16 wearables market. We go over my thoughts and observations on all of the moving parts including Apple Watch's place within the industry. The email concludes with a discussion on Motorola exiting the smartwatch industry and what it may mean for Google's smartwatch ambitions.
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