Additional Thoughts on Apple/Netflix, Microsoft HoloLens Pushed out to 2019, Samsung Wins Big OLED Order from Apple

Today's Above Avalon emails includes the following stories: 

  • Additional Thoughts on Apple/Netflix
  • Microsoft HoloLens Pushed out to 2019
  • Samsung Wins Big OLED Order from Apple

We begin today's email by continuing the discussion kicked off in my article, "Apple Doesn't Need to Buy Netflix." We go over why I am firmly in the camp that a Netflix acquisition does not make sense for Apple. The email then turns to news that Microsoft is pushing back HoloLens updates to 2019. Is everything going okay with Microsoft's mixed reality strategy? We look at the broader trend of companies struggling to bring AR to the mass market. We conclude with a closer look at Samsung's large OLED order from Apple, and the major takeaways as to what the order means for FY17 and FY18 iPhone estimates.

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