Today's Above Avalon email includes the following stories:
- Microsoft Unveils Surface Laptop
- Wall Street's Latest Apple Bear Case
- Apple Wearables are Underestimated
We begin today's email with my thoughts on Microsoft's Surface Laptop. We go over Microsoft's sales pitch for the product and how much of a competitive threat it poses to Mac. The discussion then turns to how Apple's valuation surpassing $800B is breeding the latest Apple bear case involving the company being unable to stay on top of Wall Street. We go over the bear case in detail. The discussion concludes by focusing on Apple wearables. We discuss why I think the product category is being underestimated and how wearables play a key role in Apple's future.
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