Today's Above Avalon daily update includes the following topics:
iPhone Sales Update
Mark Zuckerberg's Privacy-Focused Vision
Apple Raises Bet on San Diego
We begin today’s email with a look at the latest iPhone adoption data. The data serves as a good proxy for iPhone sell-through demand. The discussion then turns to my thoughts on Mark Zuckerberg’s post about his “privacy-focused vision” for social networking. We conclude with two takeaways from Apple raising its bet on San Diego.
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