Life Insurer to Subsidize Apple Watch, iPhone X Supply Update 

Today's Above Avalon email includes the following stories: 

  • Life Insurer to Subsidize Apple Watch
  • iPhone X Supply Update

We begin today's email with my thoughts on John Hancock planning to subsidize Apple Watch Series 3 to members enrolled its Vitality life insurance program. The discussion then turns to the latest report on iPhone X supply for Apple's FY1Q18. We go over the numbers and why I think consensus opinion is too negative when it comes to iPhone X supply. 

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