Estimating Microsoft Surface Sales, Fossil Seeing Minor Wearables Traction, Notes from Apple's 1Q18 10-Q

Today's Above Avalon daily update includes the following topics: 

  • Estimating Microsoft Surface Sales
  • Fossil Seeing Minor Wearables Traction
  • Notes from Apple's 1Q18 10-Q

Today's email begins with my estimates for Microsoft Surface unit sales over the holidays. We then discuss my thoughts on Surface as an iPad/Mac competitor. Next, we turn to Fossil's 4Q17 earnings. We go over my estimates for Fossil smartwatch sales over the holidays and how the company is seeing some minor traction in wrist wearables land. The email concludes with my notes from Apple's 10-Q for 1Q18. 

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