Grading Apple Watch on a Curve, Swiss Watch Makers Still in Denial, Thoughts on iPhone X Production

Today's Above Avalon email includes the following stories: 

  • Grading Apple Watch on a Curve
  • Swiss Watch Makers Still in Denial
  • Thoughts on iPhone X Production

We kick off today's email with my thoughts on why the Apple Watch is such a polarizing product. We look at how the Apple Watch is being graded on a curve. The discussion then turns to why I think the Swiss watch industry is still in denial about Apple Watch's long-term impact on their business. The email then turns to my thoughts on three iPhone X production rumors and what they mean regarding the iPhone X launch and Apple's quarterly earnings. 

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