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 8/15/15
  • tags: SAP IBM ORCL AMZN CRM
  • I'm pretty sure were an Oracle did not buy Sun for the hardware. [ less... ]
    I'm pretty sure were an Oracle did not buy Sun for the hardware.
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