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.
Name (Required)
Email (Required, but never displayed)
* Companies:
Qualcomm Logo
  • commented 7/15/15
  • tags: BRCM QCOM INTC AMD
  • Great thoughtful article. I thoroughly enjoyed your analysis and completely agree that behind the negative media miasma there is a FCF generating gem. They are basically not even leveraged which is completely amazing. Iof and mobile are only two places they can expand. In addition, they have the automated home, automobiles, and even robots who can learn, according to their financial reports. Thanks for the article! [ less... ]
    Great thoughtful article. I thoroughly enjoyed your analysis and completely agree that behind the negative media miasma there is a FCF generating gem. They are basically not even leveraged which is completely amazing. Iof and mobile are only two places they can expand. In addition, they have the automated home, automobiles, and even robots who can learn, according to their financial reports. Thanks for the article!
    Name (Required)
    Email (Required, but never displayed)