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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 5/30/14
  • tags: CSCO JNPR
  • "Cisco's new licensing model should also help drive a shift in revenue mix towards higher-margin service/software solutions and protect overall margins" - Don't get this. Software solution is supposed to be a lower margin business than hardware. That is why there is all the fear of Cisco losing its margin even if it is able to counter the SDN threat through ACI [ less... ]
    "Cisco's new licensing model should also help drive a shift in revenue mix towards higher-margin service/software solutions and protect overall margins" - Don't get this. Software solution is supposed to be a lower margin business than hardware. That is why there is all the fear of Cisco losing its margin even if it is able to counter the SDN threat through ACI
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