A Spectacular Disney vs. Netflix Battle, Thoughts on a 6.1-Inch LCD iPhone, Apple's 2018 iPhone Line

Today's Above Avalon email includes the following stories: 

  • A Spectacular Disney vs. Netflix Battle
  • Thoughts on a 6.1-Inch LCD iPhone
  • Apple's 2018 iPhone Line

We kick off today's email with my thoughts on Disney becoming a viable competitor to Netflix. We go over the CNBC report of Disney potentially buying most of 21st Century Fox. The discussion turns to how a genuine Disney vs. Netflix battle impacts Apple. The email then shifts to KGI Securities analyst Ming Chi Kuo's latest report on Apple's iPhone plans for 2018. We go over my thoughts on Apple selling a 6.1-inch LCD iPhone. The discussion concludes with my initial thinking on Apple's 2018 iPhone line (including the various screen sizes and prices). 

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