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 9/11/15
  • tags: AAPL S T VZ
  • Excellent article. Two more benefits for Apple.
    It makes up-sell easier - just $4 more monthly
    The used phones create another low-cost iPhone to expand the market at the low end. [ less... ]
    Excellent article. Two more benefits for Apple. It makes up-sell easier - just $4 more monthly The used phones create another low-cost iPhone to expand the market at the low end.
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