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 7/8/15
  • tags: GOOG AAPL FB
  • Nice business case, but...
    Apple is and always has been about the UX, the user experience. No surprise that privacy of user data and ad blocking are top topics from them. [ less... ]
    Nice business case, but... Apple is and always has been about the UX, the user experience. No surprise that privacy of user data and ad blocking are top topics from them.
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