Neil Cybart Neil Cybart

Qualcomm Sounds Nervous About Apple, MacBook Air and Perfection, What’s Next for MacBook Air?

Today's Above Avalon Daily email contains the following stories:

  • Qualcomm Sounds Nervous About Apple

  • MacBook Air and Perfection

  • What’s Next for MacBook Air?

Today's update will have a few follow-up stories to topics that we have discussed. We will begin with new comments from Qualcomm's CEO regarding Apple's modem. The discussion will then turn to the MacBook Air and the idea that the form factor has been perfected. We conclude with my thoughts on Apple's mission for the MacBook Air over the next five to ten years.

Become a member to continue reading today’s update. Already a member? Read the full update here.

An audio version of this update is available to members who have the podcast add-on attached to their membership.


Above Avalon Membership

Choose either a monthly or annual membership. Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and membership status at any time.


Member Privileges and Benefits

Become an Above Avalon member and receive the following privileges and benefits:

  • Exclusive Analysis. Receive the Above Avalon Daily newsletter, widely-recognized as the leading daily newsletter dedicated to Apple. Now in its tenth year.

  • Archive Access. Access previous newsletters sent to members.

  • Member Forum Access. Access all channels in the Above Avalon forum in Discord.

  • Email Access. Receive timely responses from Neil to email inquiries. 

  • Access to Add-ons. Customize a membership with the Podcast, Inside Orchard, and Financial Models add-ons.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.

Read More
Neil Cybart Neil Cybart

Apple Unveils First In-House Modem, Apple Unveils the iPhone 16e, The iPhone 16e Bet

Today's Above Avalon Daily email contains the following stories:

  • Apple Unveils First In-House Modem

  • Apple Unveils the iPhone 16e

  • The iPhone 16e Bet

Today’s update will include plenty of good old Apple strategy talk. There is much to cover with Apple unveiling C1, its first in-house modem, and the iPhone 16e. Let’s jump right in.

Become a member to continue reading today’s update. Already a member? Read the full update here.

An audio version of this update is available to members who have the podcast add-on attached to their membership.


Above Avalon Membership

Choose either a monthly or annual membership. Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and membership status at any time.


Member Privileges and Benefits

Become an Above Avalon member and receive the following privileges and benefits:

  • Exclusive Analysis. Receive the Above Avalon Daily newsletter, widely-recognized as the leading daily newsletter dedicated to Apple. Now in its tenth year.

  • Archive Access. Access previous newsletters sent to members.

  • Member Forum Access. Access all channels in the Above Avalon forum in Discord.

  • Email Access. Receive timely responses from Neil to email inquiries. 

  • Access to Add-ons. Customize a membership with the Podcast, Inside Orchard, and Financial Models add-ons.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.

Read More