I have gotten terribly behind, this is hardly a log at all of late ...
Here are links to my summaries of recent Q3 analyst conference calls. Lots of interesting stuff, but I am unlikely to do separate commentary on all of them.
Dot Hill Q3 2010 Analyst Conference Call Summary. First quarter with non-GAAP profits in some time, appears to be on a good projectory with new storage products.
Dendreon Q3 2010 Analyst Conference Call Summary. About as expected, ramped up Provenge sales to the max until they get facility expansion permission.
Onyx Pharmaceuticals Q3 2010 Analyst Conference Call Summary. An exceptional quarter due to a large upfront payment from Japan.
SGI Q3 2010 Analyst Conference Call Summary. Still in the red, but new supercomputer sales are ramping rapidly.
Microchip Q3 2010 Analyst Conference Call Summary. Excellent revenues and profits.
NVIDIA Q3 2010 Analyst Conference Call Summary. Promises of Tegra revenues from future products.
Applied Materials Q3 2010 Analyst Conference Call Summary. Excellent quarter, demand for semiconductor manufacturing equipment remains strong, even the solar division was in the black.
Marvell is way up today after great results reported yesterday. If you think this was a good quarter, wait until revenues for chips for the new smartphones in China kick in next year. See Marvell Q3 2010 Analyst Call Summary.
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