Toni Sacconaghi

Apple’s Dividend: Why Now?

John Paczkowski in News on March 19 at 10:15 am PT

“Apple would have never paid a dividend under Jobs.”

Can HP Still Deliver for Investors?

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.

How Long Can IBM Keep Going Like This?

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.

After All Its Corporate Drama, Hewlett-Packard is Crazy Cheap, Bernstein Says

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.

HP Analysts Like Losing Léo, Not Sold on Whitman as CEO

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.

If HP Investors Are Exasperated Now, Wait Till They See That Bond Sale

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.

Trading Places: Will Notebooks Cannibalize Tablet Sales?

John Paczkowski in Mobile on July 6, 2011 at 3:27 am PT

Tablets aren’t cannibalizing notebooks — they’re converging with them.

Apple's Area 51: The Truth Is Out There

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.

HP's New CEO Has a Big Day Planned, and a Bigger Job Ahead

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.

Rich Fanboi, Poor Fanboi–Apple Mulls Upside of Going Down-Market

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.