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 1/27/16
  • tags: NTAP VMW IBM HPQ EMC
  • Despite services growth Pivotal product revenue increase was low, also the whole company debt to EMC was (207) million dollars, pretty bad to drive results... [ less... ]
    Despite services growth Pivotal product revenue increase was low, also the whole company debt to EMC was (207) million dollars, pretty bad to drive results...
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