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 10/25/14
  • tags: CREE
  • Models, as with global warming or Trefis are fun. But when they aren't predictive, the happy times diminish. What part of the proprietary algorithm actually correctly judges future behavior of both the company and the market, including Asian competitors? [ less... ]
    Models, as with global warming or Trefis are fun. But when they aren't predictive, the happy times diminish. What part of the proprietary algorithm actually correctly judges future behavior of both the company and the market, including Asian competitors?
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