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Apple Employees Rattled by Leadership Changes, Assessing the Real Change Underway at Apple, The Role Given to Beats Headphones 

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

  • Apple Employees Rattled by Leadership Changes 

  • Assessing the Real Change Underway at Apple 

  • The Role Given to Beats Headphones 

We kick off today’s update with my thoughts on the WSJ’s article regarding recent leadership and organizational changes rattling Apple employees. I disagree with the thesis found in the article. We then take a closer look at the major changes underway at Apple and what they imply about Apple management’s focus and priorities. We conclude with an observation that I had regarding Beats headphones and their role in Apple’s product line.

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Google Smartwatches, Slipping Mac Shipments, Problematic iPhone Customer Surveys

Today's Above Avalon stories: 

  • Google Smartwatches
  • Slipping Mac Shipments
  • Problematic iPhone Customer Surveys

We kick off today's email with a closer look at reports that Google is planning on launching its own smartwatches. After going over some background on the wearables market, we discuss why Google feels such a move is needed and my thoughts on the company's prospects. The email then turns to the latest Gartner and IDC PC data, which points to another weak quarter for Mac sales. After going over the most likely reason for the weakness, we discuss why it is premature to write off future Mac unit sales growth. We conclude with thoughts on why I think customer purchase intention surveys dealing with iPhone upgrades have lost much of their value. 

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on membership, click here