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 3/2/13
  • tags: MSFT GOOG AAPL S NOK
  • Your assumption about iphone5 sales to Virgin is an...assumption. Selling of 4s is a way to offer cheaper iphones [ less... ]
    Your assumption about iphone5 sales to Virgin is an...assumption. Selling of 4s is a way to offer cheaper iphones
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