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 12/6/12
  • tags: NFLX CMCSA DIS
  • Good move for Netflix.
    You can't sell it if you don't buy it.
    Quality sells and if margins squeeze Netflix can easily raise their price accordingly.
    They could easily double the price as long as the customer preceives the value [ less... ]
    Good move for Netflix. You can't sell it if you don't buy it. Quality sells and if margins squeeze Netflix can easily raise their price accordingly. They could easily double the price as long as the customer preceives the value
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