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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
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- Lexmark LXK
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- 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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The collapse of Fire sales is huge. 1/2 price is not enough. Why not? $200 more is peanuts if spread over 24 months. Now compare that to entertainment expenses over 24 months. - Cable bills, Netflix, a trip to Disneyland, any sports event or concert. I suspect that viral marketing is the big driver, people showing their iPads to other people. "One more thing" - I see Kindles offered as raffle prizes ALL THE TIME, but rarely iPads. I wonder how many Fires were give-aways vs buyer choice.
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The collapse of Fire sales is huge. 1/2 price is not enough. Why not? $200 more is peanuts if spread over 24 months. Now compare that to entertainment expenses over 24 months. - Cable bills, Netflix, a trip to Disneyland, any sports event or concert. I suspect that viral marketing is the big driver, people showing their iPads to other people. "One more thing" - I see Kindles offered as raffle prizes ALL THE TIME, but rarely iPads. I wonder how many Fires were give-aways vs buyer choice.