Trefis: Collaborate on Forecasts
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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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  • commented 11/25/14
  • tags: MSFT AAPL GLW NOK
  • Thanks for the comment. As far as N1 is concerned, the risk still lies with Nokia. Foxconn is just a contract manufacturer which manufactures/assembles the N1. The whole marketing and inventory management is still likely to be Nokia's responsibility because its brand value and licensing revenues are at stake. As for Foxconn, it will do its part of production as per contract, take the payment and move on to another product for another customer. [ less... ]
    Thanks for the comment. As far as N1 is concerned, the risk still lies with Nokia. Foxconn is just a contract manufacturer which manufactures/assembles the N1. The whole marketing and inventory management is still likely to be Nokia's responsibility because its brand value and licensing revenues are at stake. As for Foxconn, it will do its part of production as per contract, take the payment and move on to another product for another customer.
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