Today's Above Avalon email includes the following stories:
- iPhone Sales Strength in U.S. Continues
- Qualcomm Seeks iPhone Ban in China
We kick off today's email by discussing the latest Kantar data regarding iPhone sales share. This monthly report is useful with Apple's 4Q17 earnings in mind. We go over my thoughts on the numbers. The discussion then turns to Qualcomm's legal maneuvering against Apple hitting a new level last week. We go over my thoughts on Qualcomm seeking to ban the sale and manufacture of iPhones in China. The discussion ends with a recap of Apple's two primary objectives to waging war against Qualcomm.
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