Tuesday, November 2, 2010

At Bat: Dot Hill, Dendreon, Onyx Pharmaceuticals, SGI, Hansen Medical

Tomorrow, Wednesday, November 3rd, is a busy day for me. In addition to analyst conference calls I cover for paying clients, there are 5 calls for companies I am invested in:

Dot Hill (HILL)
Dendreon (DNDN)
Onyx Pharmaceuticals (ONXX)
Silicon Graphics International (SGI)
Hansen Medical (HNSN)

I have linked the above to the pages where I will post my analyst call summaries. But it will take me a while to do them all, maybe even overflowing to Thursday morning.

With Dot Hill, I'll be looking to see how the new data storage products are selling, also hoping they make it into the black on a non-GAAP basis. For Dendreon we'll see the first full quarter of Provenge sales. With Onyx I'll be watching for revenues and profitability. SGI is not expected to be in the black, but with their new Altix UV supercomputers having their first full quarter, I can always hope. For Hansen Medical, I know they are making progress with extending their robotic catheter technology, but how many robot systems did they ship in Q3?

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