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- Activision... ATVI
- Altria Grou... MO
- Amazon AMZN
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- Electronic... EA
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- Perfect Wor... PWRD
- Philip Morr... PM
- Salesforce.... CRM
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- 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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* Companies:
Unsurprising that RIM's numbers are dropping, their phones lack so much flash. After that it comes down to Apple vs. Android and it seems like Apple may ultimately be the winner given their currently better security offerings (see: http://www.patexia.com/feed/apple-security-protects-the-byod-movement-20120923)
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Unsurprising that RIM's numbers are dropping, their phones lack so much flash. After that it comes down to Apple vs. Android and it seems like Apple may ultimately be the winner given their currently better security offerings (see: http://www.patexia.com/feed/apple-security-protects-the-byod-movement-20120923)