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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  • commented 12/24/11
  • tags: ZNGA
  • How low could Zynga go if you stress tested some of the growth assumptions?
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    How low could Zynga go if you stress tested some of the growth assumptions?
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