Above Avalon

In this special episode, Neil takes a look at what to expect at Apple's upcoming Apple Watch keynote. The discussion includes how important an Apple keynote is to conveying a specific message to the public, Apple's goals for the keynote, and a few questions to keep in mind.

In this episode, Neil focuses on Apple's top priorities over the next five years. From the iPhone and Apple Watch in the near-term (2-3 years), to Apple's "automobile" secret project in the long-term (3-5 years), Neil describes why these products and projects are so important to Apple. Neil also discusses his current thoughts on an Apple television set and what a cheap iPhone would suggest about Apple's future.

With nearly every major business news publication reporting Apple is looking to design its own car, Neil takes a look at the polarizing issue and why there seems to be so much disagreement among industry observers. The episode also includes discussion on what Apple's goal would be by entering the automobile industry, concluding with a few minutes of speculation as to what Apple R&D may be focused on.

In this episode, Neil focuses on Tim Cook's recent presentation at the Goldman Sachs Technology and Internet Conference and his comments on Apple software and hardware. Additional topics include a brief background on investor conferences and why Apple attends such events, Wall Street's behavior towards tech hardware and software, and how hardware is positioned to play a factor with Apple's plans in the home, car, health, and finance industries.

Episode 11 is all about Apple's new music strategy. With music streaming continuing to gain popularity, Neil discusses how Apple will navigate the current music landscape with Beats. Additional topics include how Apple can obtain value from content without directly owning it and how a Beats for Android app can actually benefit the iOS ecosystem.

After a quick review of Apple's strong earnings report, Neil discusses why most of the post-earnings reaction was off the mark. The episode concludes with a few big picture views about iPhone and why the product is so misunderstood.

Neil discusses the ongoing battle in technology for mindshare ranging from Microsoft's HoloLens unveiling to Amazon, Google, Samsung, and Apple.

Episode 8 is all about iPad. Neil also discusses his iPad sales expectations for Apple's upcoming earnings release.

Neil discusses his list of Apple questions that he will be looking to answer in 2015. Topics include: Apple Watch, iPhone, iPad, Apple Pay, Mac, Beats, Apple Retail, Apple TV, financials, and special random musings.

In this week's episode, Neil discusses his theory behind Jony Ive being the most powerful person at Apple, including how Jony got that power, and what it may mean for Apple's future.

Neil discusses his iPhone sales estimates, and why Apple’s iPhone business is experiencing a renewed growth spurt, even in the face of growing competition.

In the fourth episode of Above Avalon, Neil discusses AAPL and the three main lessons learned from following the equity markets for the past seven years. Additional topics include AAPL crossing the $700 billion market cap threshold and a deeper look into Apple's stock repurchase program.

Neil discusses Apple Watch's rumor history, potential Apple Watch use cases, and financial projections.

Neil discusses why he thinks Apple bought Beats, the music industry's current problems, and how Beats can help solve those problems.

In the first episode of Above Avalon, Neil explains his new Above Avalon site and AAPL Orchard, a new daily email focused on Apple. The episode concludes with a discussion on Apple Pay.