Hello everyone. We will kick off today's update with one follow-up to yesterday's Apple Watch discussion.

Measuring Apple Watch’s Sales Potential

Yesterday, we talked about Apple Watch sales and adoption trends up to the end of September 2022.

As for looking forward, there is no near-term ceiling as to the percent of iPhone users who will embrace Apple Watch. The Apple Watch ushered in a paradigm shift in computing, even if consensus still isn't willing to acknowledge the shift. Since wearables are capable of making technology more personal, there will be a natural evolution involving consumers gradually finding spots in their lives for wearables.

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