[matwood]

Apple watch at ~4% in less than a year is amazing. Especially considering that most people are claiming it is an abject failure. Version 2 is typically when an Apple product hits its stride so I expect to see it grow.

The iPad was great when the iPhone was small, but Apple has basically cannibalized iPads with plus size phones. The large iPad Pro will be a wait and see thing.

[ghaff]

There are so many interesting dynamics going on with tablets that it's really hard to read the tea leaves about where things are going. You seem to have long (in part because unsubsidized) upgrade cycles, larger phones, questions of reconvergence(?) with laptops, indirect competitors like Chromebooks in areas like education, very cheap entrants like the $50 Amazon Fire--the list goes on. I'm neither bearish nor bullish on tablets as a category simply because I find it so hard to really get my head around the space.