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

3Q18 iPad Installed and User Base Estimates
The Changing Face of iPhone Sales
Apple Acquires Akonia Holographics

I share my revised estimates for the size of the iPad installed base and user base as of the end of June 2018. The discussion then goes over my thoughts on how the composition of iPhone sales continues to change. The email concludes with news of Apple acquiring Akonia Holographics.

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