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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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  • commented 1 years ago
  • tags: CHU CHA QCOM CHL AAPL
  • In my opinion, Apple's competitors are running scared and trying too hard. Though I am confused as to why Apple's shares are so low compared to a month ago, I am happy to see the "Treflis Price." The reason I say that the competitors may be running scared is because they've incredibly ramped up their anti-Apple marketing and advertising almost to the point of sounding hysterical. It's almost like watching a political race complete with made-up stories and events. [ less... ]
    In my opinion, Apple's competitors are running scared and trying too hard. Though I am confused as to why Apple's shares are so low compared to a month ago, I am happy to see the "Treflis Price." The reason I say that the competitors may be running scared is because they've incredibly ramped up their anti-Apple marketing and advertising almost to the point of sounding hysterical. It's almost like watching a political race complete with made-up stories and events.
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