Today's Above Avalon email includes the following stories:
- Fitbit Betting the Farm on a Smartwatch
- Fossil Losing Steam in Wearables
- Ming-Chi Kuo's Big iPhone Reversal
We begin today's email with my thoughts on Fitbit's recent earnings. It is clear the company is betting it all on smartwatches. The discussion then turns to Fossil running into trouble in the wearables market. We dissect the company's problem and the implications it has regarding Apple and Apple Watch. The email concludes with a closer look at KGI analyst Ming-Chi Kuo's huge reversal in iPhone projections. We go over the changes, what likely happened, and where everything stands heading into next month's iPhone event. We also discuss my latest thinking on new iPhone pricing.
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