Panic at Apple Ahead of OLED iPhone, Apple Losing Video Market Share, Jawbone to Liquidate

Today's Above Avalon email includes the following stories: 

  • Panic at Apple Ahead of OLED iPhone
  • Apple Losing Video Market Share
  • Jawbone to Liquidate

We kick off today's email by going over Fast Company's report of there being "panic" at Apple as they try to finalize the OLED iPhone. We break apart the report to connect the dots. The discussion then turns to the WSJ article on Apple losing its competitive positioning in the movie rental and download space. We take a look at the factors driving the change and why Apple is losing positioning. The email concludes with my thoughts on how Jawbone entering liquidation marks the beginning of the end for dedicated health and fitness trackers.

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