Apple Watch’s Power, Google’s Wearables Plan with Fitbit, Apple’s San Jose Land Mystery Ends

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

  • Apple Watch’s Power

  • Google’s Wearables Plan with Fitbit

  • Apple’s San Jose Land Mystery Ends

We kick off today’s email with additional comments on the newest Above Avalon article, “Apple Watch Forced Fitbit to Sell Itself.” In particular, we discuss Apple Watch’s power in shaping entire product categories and industries. The discussion then turns to answering the question: Why is Google buying Fitbit? We go over what I think Google will do with Fitbit and then discuss what I think Google should do with Fitbit. We conclude with some closure to the mystery surrounding Apple’s $300 million land purchase in San Jose back in 2015.

Above Avalon membership is required to read this daily update. Members can read the update here.


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Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

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If it is of interest to Apple, it is something I pay attention to. 


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Higher ARPU Isn’t a Bad Thing for Apple, Alexa Turns Five Years Old, Spotify Earnings

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Updated Apple Earnings Model, Thoughts on AAPL Valuation, Should Apple Continue Buying Back Shares?