"We do not believe that Apple has been oblivious to this opportunity." —Toni Sacconaghi
Read More Bernstein analyst sees billions in Apple's ad business
Bernstein's Toni Sacconaghi looks at Apple's pace of innovation and wonders where $12.7 billion in annual R&D spending is going.
Read More What's Apple got to show for a 5X increase in R&D?
From Dan Gallagher's "Apple and the Art of the Buyback" in Monday's Wall Street Journal.
Read More Buybacks represented 6% of Apple's volume last quarter
Sacconaghi rains on Apple's parade
7 years ago
7 years agoFrom a note to clients by Bernstein's Toni Sacconaghi that landed in my inbox Tuesday.
From a note to clients—Sacconaghi's second in four days—that landed in my inbox Monday.
Read More Toni Sacconaghi: 'Have we seen this movie before?'
Excerpted from a note to clients by Bernstein's top Apple analyst that landed in my inbox Monday:
Read More Apple: Six takeaways from a Toni Sacconaghi survey
And 3 reasons he thinks the stock will keep rising.
Read More Apple: 4 things Toni Sacconaghi will be watching next week
"I am so excited about [augmented reality], I just want to yell out and scream.” —Tim Cook
Read More Sacconaghi: Apple Smartglasses could be bigger than the iPad
Apple's iPhone: Why pay less?
8 years ago
8 years agoIn a New York Times' 10-year retrospective, Bernstein Apple analyst Toni Sacconaghi has the money quote.
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