My Trefis
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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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Disclosure. I own ZIP:
Plus: The competition validates the business model.
Minuses: As Cramer said, no barriers to entry, which challenges profitability. I don't see a refutation of this argument. [ less... ]
Plus: The competition validates the business model.
Minuses: As Cramer said, no barriers to entry, which challenges profitability. I don't see a refutation of this argument. [ less... ]
Disclosure. I own ZIP:
Plus: The competition validates the business model.
Minuses: As Cramer said, no barriers to entry, which challenges profitability. I don't see a refutation of this argument.