Apple and Wall Street Expectations, Apple to Join Partnership on AI, Thursday Q&A

Today's Above Avalon stories: 

  • Apple and Wall Street Expectations
  • Apple to Join Partnership on AI
  • Thursday Q&A

We begin today's email with my thoughts and observations on the Wall Street expectations game heading into Apple's 1Q17 earnings. We discuss how much of an impact Apple earnings releases actually have on Wall Street expectations these days. The discussion also includes what I think is gaining an increasing amount of influence when it comes to Apple expectations on Wall Street. The email then turns to news of Apple nearing an announcement that it will join Partnership on AI, a consortium focused on creating best practices for artificial intelligence. What does this move say about Apple's artificial intelligence efforts? We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members: 

  • How much of a risk would Jony Ive's departure pose to Apple? 
  • Could Apple's supply "issues" be intentional?
  • What is Apple's long term strategy in the education market? 

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