Today's Above Avalon email includes the following stories:
- Raising My Apple Watch Sales Estimates
- Valuing the Apple Watch Business
- Revised iPad Sales Estimates
We begin today's email with a deep dive into my revised Apple Watch sales estimates. My confidence level in Apple selling a significantly higher number of Apple Watches has increased. The email then turns to valuing the Apple Watch business in order to remove the product from the iPhone spotlight. This exercise helps show just how large of a business the Apple Watch has become after just two years. The email concludes with my thoughts on iPad sales for the rest of FY2017 and FY2018.
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