The Mac Is Becoming a Vulnerability for Apple, Apple Sales Mix by Screen Size, Thursday Q&A

Today's Above Avalon email includes the following stories: 

  • The Mac Is Becoming a Vulnerability for Apple
  • Apple Sales Mix by Screen Size
  • Thursday Q&A

We begin today's email by continuing the discussion kicked off in my article, "The Mac Is Turning into Apple's Achilles' Heel." In particular, we look at how red flags have been appearing in the Mac business for years. The discussion then turns to one of the exhibits from the article. We go over the math and calculations used to derive Apple product sales in 2016 according to screen size. I share my unit sales estimates for every iPhone, iPad, and Mac screen size. We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members: 

  • If Apple wants to define iPad as the computing device of the future that can be a reliable competitor to laptops, how is it that there is no decent programming environment on it?
  • If Apple is betting on people buying multiple Apple Watch bands, how likely is it that Apple will change the Apple Watch design so it does not work with older bands? 

These stories are available for Above Avalon members. To continue reading, click here.


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