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Toni Sacconaghi Hit Job on Apple’s iPhone

Started by Zach Bass · 10 months ago

Sanford Bernstein analyst Toni Sacconaghi published the results of a May survey of 105 U.S. and European CIOs concerning their purchasing plans of high profile products like iPhones and Vista. I have two problems with this study. ... Continue reading »

14 comments

  • Zach... I think I love you. You have been extremely helpful to Apple investors and you truly seem to care that people do well with their investments in the stock. Keep up the fantastic reports.
  • Honestly, guys like Toni are our friends. They help us buy low.
    Earnings and results will help us sell high.
  • Toni the tool!
    Hey Ernie! Watch out you are getting groupies!
  • Yeah, pretty soon I'm gonna have to slip out of back doors ;-)
  • For secure Email, and lack of problems, you can't beat the Blackberry.
    The Blackberry is like a radio, while the iPhone is a TV
    When his opinions are proven wrong, investors will lose respect for his opinions
  • Yes, because so look what's happened to Jim Cramer. His track record is awful and nobody listens to him at all.

    Oops. Sorry, I was thinking of an alternate universe there.

    And I'd say that a more apt analogy is that the Blackberry is like a teletype machine, while the iPhone is like - oh, well, let's see - a fully-featured, modern, multi-media computing platform.

    and Zach, please do keep up the good work.
  • I've thought about leaning into Cramer many times. But I'm not of the mind to start a rant just for the sake of the rant. Besides, Cramer is now officially an entertainer, he can't help himself, it's his job to shake things up.

    Toni just pushed me over the edge. I'm amazed how analysts like him, Eric Savitz, even Shaw Wu (although he's usually an Apple bull) keep their jobs. They're supposed to be servicing their clients, yet they're wrong so often, it makes one's head spin.
  • who would NOT want this device? Pundits on both sides use weighted deceptive language they say phrases like "significant differences" when they mean "measurable" ( i don't consider a tenth of a precent "significant")
    and like the commercial says "you can prove anything with 90 precent of the statistics 50 precent of the time"
    I don't see how a 45% increase in profits (adobe last week) could "disappoint " anybody but an idiot yet there were the reporters "adobe disappoints" as a headline. its reporting like this that put an inarticulate idiot in charge of our country i hate that the same bull materially affects my wallet but hey what the heck half the people you meet will be below average (forgive me) i guess they are Toni's readership
  • Toni and his employer, Sanford Bernstein, think they are they center of the universe, that they make the news. The products, companies and investors are simply their playground.
  • Since here in Europe almost all employees ask(!) their bosses for a G3 iPhone, prefering it above a Nok, I guess your 'Trojan Horse' theory is a quite well one Zack. Just as other Apple products wich were doubted in history and eventualy became a booming succes, this will do for the iPhone double.

    Many 'hip' companies here in Amsterdam have already donated the (hacked) iPhone to their employees: except for the brilliant functionality, it's a status symbol aswell. That's how it works here. Best of both worlds.

    Once people seen and feel this machine, the moment they know: I want to have an iPhone.
    Just wait until after july 11th and see what's gonna happen here ;-)
  • I've already got the money set aside to buy the new 3G iPhone when it hit's the shelve. My old one will go to my youngest daughter. Her older sister already has one. And you know, my wife's cell phone just went on the blink. She's gonna be a tougher sell because she's a gadget luddite.
  • right on... as a production manager for exhibition and fair systems i can see the obvious benefits of the iphone in a company for construction and faires so in the heat of work information and communication is at each workers hand and with gps its easy to find the appropiate worker near by to fix the job. The producitivity of the iphone will be the driving force for i phone sales and it is a no brainer to employ the iphone for econimical and logistic reasons. bionzo4
  • It seems like all Telcos subsidizing iPhone's high cost have all reported lower than expected earnings.
  • Blackberry is good to be a phone, but how can you compare it with a memory so huge in size. If you just need a phone to be manage your business than go for blackberry, but if you need something to move with you in all aspects than I thing you should try apple.

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