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- Accenture ACN
- Alaska Air... ALK
- Baidu BIDU
- Bank of Ame... BAC
- Capital One COF
- Cisco CSCO
- Citigroup C
- Costco COST
- Dell DELL
- Delta Air L... DAL
- HP HPQ
- Intel INTC
- JPMorgan Ch... JPM
- Lexmark LXK
- MetLife MET
- Microsoft MSFT
- Morgan Stan... MS
- NetApp NTAP
- Procter & G... PG
- Prudential... PRU
- Sina SINA
- Southwest A... LUV
- Target TGT
- Travelers TRV
- U.S. Bancor... USB
- UnitedHealt... UNH
- VMware VMW
- Wal-Mart WMT
- Wells Fargo... WFC
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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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Excellent analysis: Wrong conclusion. The above case can be re-written. For a modest positive ROI, Apple can double its unit sales of iPad, which increases its power over suppliers and doubles the ROI for every HW cost reduction investment; While at the same time doubling Appstore and iTunes sales. Most importantly, it takes profit from competitors, reducing their ROI for significant investments, which will keep the competition in its current low price, low margin box.
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Excellent analysis: Wrong conclusion. The above case can be re-written. For a modest positive ROI, Apple can double its unit sales of iPad, which increases its power over suppliers and doubles the ROI for every HW cost reduction investment; While at the same time doubling Appstore and iTunes sales. Most importantly, it takes profit from competitors, reducing their ROI for significant investments, which will keep the competition in its current low price, low margin box.