My Trefis
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- My Collection
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- Activision... ATVI
- Altria Grou... MO
- Amazon AMZN
- AT&T T
- Dell DELL
- Electronic... EA
- Google GOOG
- HP HPQ
- IBM IBM
- Kraft Foods KRFT
- Kraft Foods KFT
- Lexmark LXK
- OpenTable OPEN
- Perfect Wor... PWRD
- Philip Morr... PM
- Salesforce.... CRM
- SAP SAP
- Sprint Next... S
- Suntech Pow... STP
- Trina Solar TSL
- Verizon VZ
- Yingli Gree... YGE
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Example question: Bloomberg reported that supply constraints are leading to iPhone shortages. Do Trefis analysts see a meaningful impact on AAPL?
Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
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Here is an example of why I'm bullish on this projection: TheInfoPro press release. For those who don't want to click on the link "More than 50% of new servers being installed in 2009 will host virtualization, and future progressive growth indicates 80% by 2012."
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Here is an example of why I'm bullish on this projection: TheInfoPro press release. For those who don't want to click on the link "More than 50% of new servers being installed in 2009 will host virtualization, and future progressive growth indicates 80% by 2012."