Trefis: Collaborate on Forecasts
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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 6/15/13
  • tags: MSFT ADBE CRM
  • Adobe Creative Cloud???
    It is so far away from a traditional software model and raises so many new issues that I feel very uncomfortable with it, as do most of my colleagues in the creative industry.
    It is a lopsided license agreement that makes no concessions to any privacy, predictability, fairness issues for the customer. It shows an unmitigated contempt for customers as small-fry ("plenty more out there and we have 'em by the balls anyway") to which no concessions need be made, with a very big hammer to get rid of unpleasant ones if need be: lock-in and lock-out facilities. This is creating a giant opening for competition. Which a number of companies are beginning to fill. [ less... ]
    Adobe Creative Cloud??? It is so far away from a traditional software model and raises so many new issues that I feel very uncomfortable with it, as do most of my colleagues in the creative industry. It is a lopsided license agreement that makes no concessions to any privacy, predictability, fairness issues for the customer. It shows an unmitigated contempt for customers as small-fry ("plenty more out there and we have 'em by the balls anyway") to which no concessions need be made, with a very big hammer to get rid of unpleasant ones if need be: lock-in and lock-out facilities. This is creating a giant opening for competition. Which a number of companies are beginning to fill.
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