Arik Hesseldahl in Enterprise on November 1, 2011 at 5:59 am PT
With the drama at Hewlett-Packard now hopefully subsiding, analyst Toni Sacconaghi examined the company’s business units — and likes what he sees.
Arik Hesseldahl in Enterprise on October 17, 2011 at 11:44 am PT
IBM reports quarterlies after the close of markets today. Bernstein Research’s Toni Sacconaghi says it should beat the Street, but expectations for its revenue growth should come down.
Arik Hesseldahl in News on September 27, 2011 at 2:06 pm PT
Sick of all the corporate drama at Hewlett-Packard? So are most investors, who have relegated its share price to the toilet. Yet for all that, one analyst says HP is a screaming buy at its current price.
Arik Hesseldahl in News on September 22, 2011 at 9:59 am PT
Analysts covering HP all seem united in their approval of its apparent move to oust CEO Léo Apotheker. They’re a lot less enthusiastic about his replacement.
Arik Hesseldahl in Enterprise on September 14, 2011 at 3:15 pm PT
A scathing analyst report concerning Hewlett-Packard’s pending purchase of the British software firm Autonomy says investors dislike the deal but have little chance to stop it.
John Paczkowski in Mobile on July 6, 2011 at 3:27 am PT
Tablets aren’t cannibalizing notebooks — they’re converging with them.
John Paczkowski in Mobile on March 23, 2011 at 4:50 am PT
Scheduled to go live sometime this spring, Apple’s 505,000-square-foot North Carolina data center is, according to COO Tim Cook, intended to support iTunes and MobileMe. But we don’t yet know in what capacity, and Cook’s remark, which is at once unambiguous and utterly cryptic, leaves plenty of room for speculation. And theories about the potential capabilities of this new facility abound.
Arik Hesseldahl in Enterprise on March 14, 2011 at 4:30 am PT
Hewlett-Packard CEO Léo Apotheker makes his all-important debut before the press and Wall Street analysts today. Much will be said about the new corporate strategy he lays out, but his most important task will be convincing all concerned that he’s the man for the job.
John Paczkowski in Mobile on February 28, 2011 at 11:22 am PT
Apple doesn’t have a smaller iPhone in its product pipeline, but it may well have a cheaper one. Certainly that seems to be COO Tim Cook’s implication in an interview with Bernstein Research analyst Toni Sacconaghi making the rounds today.
John Paczkowski in Mobile on February 16, 2011 at 2:47 pm PT
For Apple, a smaller, cheaper iPhone may be more than a means of entering the market for lower-end phones currently dominated by Android and Symbian–it could be the final step in the company’s global smartphone dominance.
That’s the theory put forth today by Bernstein analyst Toni Sacconaghi, who sees an iPhone Nano or Mini as an inevitability, one that would dramatically expand Apple’s addressable market.
