Today's Above Avalon email includes the following stories:
- Deep Dive into 1Q17 Mac and PC Sales
- Huawei Not Buying Apple Watch Phenomenon
- Fitbit Smartwatch Details Leak
We kick off today's email with my thoughts on IDC's and Gartner's 1Q17 PC shipment data. After putting the numbers in context, we take a closer look at their Mac sales estimates. There are some clues regarding how the new MacBook Pro is selling and broader implications for the Mac business. The discussion then turns to surprising comments from Huawei's CEO regarding smartwatches and wearables. The email concludes with a closer look at leaked details for Fitbit's new smartwatch. We go over my thoughts on the topic, including the major implications resulting from the product launching in the fall instead of spring.
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