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- Abercrombie... ANF
- Bank of Ame... BAC
- Barrick Gol... ABX
- Comcast CMCSA
- Costco COST
- Credit Suis... CS
- Daimler AG DDAIF
- DirecTV DTV
- First Solar FSLR
- Gap Inc. GPS
- General Mot... GM
- Goldman Sac... GS
- Google GOOG
- Home Depot HD
- Honda HMC
- Lowe's LOW
- Microsoft MSFT
- Morgan Stan... MS
- News Corp NWS
- Rio Tinto RIO
- Silver Whea... SLW
- SunPower SPWR
- Target TGT
- Tesla Motor... TSLA
- Time Warner TWX
- Toyota TM
- Urban Outfi... URBN
- Wal-Mart WMT
- Yahoo YHOO
- 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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Comment on iPhone's Market Share in Mobile Phones
Comment on iPhone's Market Share in Mobile Phones
Part of Apple's appeal is that it is 'cool'. Steve Jobs had a business model that if he decides Apple should produce a product it would be bought.
For the most part he was correct. Part of Apple's success was due to Job's 'cool' image. Tim Cook does not seem 'cool'. He is a bean counter and Jobs' leadership has not been replaced.Therefore I believe Apple's 'cool' maketing and sales attribute factor will diminish and so will sales and margins. [ less... ]
Part of Apple's appeal is that it is 'cool'. Steve Jobs had a business model that if he decides Apple should produce a product it would be bought.
For the most part he was correct. Part of Apple's success was due to Job's 'cool' image. Tim Cook does not seem 'cool'. He is a bean counter and Jobs' leadership has not been replaced.Therefore I believe Apple's 'cool' maketing and sales attribute factor will diminish and so will sales and margins. [ less... ]
Comment on iPhone's Market Share in Mobile Phones
Part of Apple's appeal is that it is 'cool'. Steve Jobs had a business model that if he decides Apple should produce a product it would be bought.
For the most part he was correct. Part of Apple's success was due to Job's 'cool' image. Tim Cook does not seem 'cool'. He is a bean counter and Jobs' leadership has not been replaced.Therefore I believe Apple's 'cool' maketing and sales attribute factor will diminish and so will sales and margins.