IDC Analyst Llamas: Apple Watch Not Making Much of a Dent

The transcript discusses Apple's focus on wearable devices, particularly the Apple Watch, and its potential growth. It highlights the watch's performance, noting it is not significantly impacting Apple's overall revenue. The discussion also covers margin pressure and average selling price issues, suggesting these may be due to product mix and inventory challenges. The transcript concludes with a look at Apple's pricing strategy and expectations for future product launches.

What factors are contributing to the margin pressure on Apple's average selling price?

How might the pricing of the base level watch affect Apple's overall revenue?