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- First Solar Earnings: Eight Points About the Solar Industry
- First Solar's FSLR earnings report has hit the Street, and with it, the buzz and the volume has been cranked up on its ramifications for not just First Solar, but Solar and Renewable Energy as a viable industry. I wanted to bring some "boots-on-the-ground" perspective to the conversation, and hopefully...
- External links 2009-11-01
- Is SunTech's Optimism Justified?
- I have been knee-deep in research on SunTech's STP latest earnings release, and I wanted to share some of my findings, both macro and focused, in order to provide some guidance on SunTech, the solar vertical, and the near and long-term outlook for SunTech. I see a lot of positives,...
- External links 2009-11-24
- Rooftop Solar Generation: Ready for Prime Time?
- California’s ambitious goal of obtaining a third of its electricity from renewable sources by 2020 has spawned a green energy boom with thousands of megawatts of solar, wind, and biomass power plants planned for ... the middle of nowhere. And therein lies the elephant in the green room:...
- External links 2009-11-29
Additional Resources
- F5 Networks Inc. F4Q07 (Qtr End 9/30/07) Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you. [Operator Instructions]. Our first question from Samuel Wilson of JMP Securities. And your line is open. Samuel Wilson - JMP Securities Good afternoon, everyone. It's a big list, so I won't try and name all of you. But, just three very...
- Earnings calls 2007-10-25
- Polycom Inc. Q3 2007 Earnings Call Transcript
- Question-and-Answer Session Operator Yes, thank you. [Operator Instruction]. Our first question comes from the line of John Anthony from Cowen & Company. Please proceed with your question. John Anthony - Cowen & Company Good afternoon, guys. Couple of question, but before we get started did...
- Earnings calls 2007-10-18
- Packeteer Q3 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you. We will now begin the question-and-answer session. If you would like to ask a question please press "*" "1" please have your phone and record your name clearly when prompted. Your name is required to introduce your question. To withdraw your request, you may...
- Earnings calls 2007-10-18
- F5 Networks F2Q07 (Qtr End 3/31/07) Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instruction Our first question comes from Troy Jensen. Your line is open. Please state your company name and you may ask your question. Troy Jensen - Piper Jaffray Piper Jaffray, congrats on the next quarter John. John Eldridge Thank you. ...
- Earnings calls 2007-04-25
- F5 Networks Inc F2Q08 (Qtr End 3/31/08) Earnings Call Transcript
- Question-and-Answer Session Operator Thank you. Operator Instructions our first question comes from Troy Jensen. Troy Jensen - Piper Jaffray Hello can you guys hear me. Mark Anderson Yeah we can hear you Troy. Troy Jensen - Piper Jaffray Hey, congrats on the nice quarter gentleman. Mark Anderson Thank...
- Earnings calls 2008-04-23
- Stratasys, Inc. Q1 2009 Earnings Call Transcript
- Question-and-Answer SessionOperator Operator instructions And in the interest of time, please restrict to one question with one follow-up. Thank you. Our first question comes from the line of Troy Jensen, Piper Jaffray. Troy Jensen – Piper Jaffray Good morning, gentlemen. Scott Crump Good morning. Troy Jensen – Piper Jaffray...
- Earnings calls 2009-04-29
- F5 Networks F1Q08 (Qtr End 12/21/2007) Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Operator Instructions. Our first question is coming from Troy Jensen, Piper Jaffray. Troy Jensen - Piper Jaffray Hey, good afternoon gentlemen. Andy Reinland Hi, Jensen. Troy Jensen - Piper Jaffray Hey, so a couple of questions here, sort of financial stuff for Andy, could frame...
- Earnings calls 2008-01-23
- ShoreTel, Inc. F3Q09 (Qtr End 03/31/09) Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions And the first question is from Troy Jensen from Piper Jaffray. Your line is open. Troy Jensen - Piper Jaffray Hello. Can you guys hear me all right? John Combs Wow, Troy, you sound really good today, buddy. Anything new? Troy Jensen - Piper Jaffray...
- Earnings calls 2009-05-08
- ShoreTel Inc F3Q08 (Qtr End 03/31/08) Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions Your first question comes from Troy Jensen - Piper Jaffray. Troy Jensen - Piper Jaffray The AT&T business, you said it was up sequentially in the quarter; did you give color on how big they were last quarter? Mike Healy No, we don’t...
- Earnings calls 2008-04-29
- F5 Networks F1Q07 (Qtr End 12/31/06) Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you. John McAdam Thank you. Operator Troy Jensen, please state your company name and you may ask your question. Troy Jensen - Piper Jaffray Yeah, Piper Jaffray. Good afternoon gentlemen. A quick question Andy, could you go over some...
- Earnings calls 2007-01-24
- Blue Coat Systems, Inc. Q2 2010 Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions Your first question comes from Troy Jensen – Piper Jaffray. Troy Jensen – Piper Jaffray Looking at the guidance out of you and Riverbed, it seems like the WAN optimization guidance seems to be below that of other companies in the IT space. I’m wondering...
- Earnings calls 2009-11-24
- ShoreTel, Inc. F2Q 2009 (Qtr End 12/31/08) Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you. Operator instructions Our first question comes from the line of Troy Jensen from Piper Jaffray. You have the floor. Troy Jensen – Piper Jaffray Congratulations on the great results you guys have in a tough environment. John Combs Thank you. Mike Healy Thanks, Troy. Troy...
- Earnings calls 2009-01-28
- Stratasys, Inc. Q2 2008 Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions and our first question comes from the line of Troy Jensen with Piper Jaffray. Troy Jensen - Piper Jaffray A couple of quick questions here; Bob, I’m still going to focus on margins for a little bit, to start off with can you talk...
- Earnings calls 2008-07-31
- Riverbed Technology Q1 2009 Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions. Our first question comes from the line of Troy Jensen with Piper Jaffray. Troy Jensen - Piper Jaffray Congrats on the nice quarter John. Jerry Kennelly Thanks Troy. Troy Jensen - Piper Jaffray Hey Jerry may be a quickly just to you mentioned on this...
- Earnings calls 2009-04-24
- F5 Networks Inc. F2Q09 (Qtr End 03/31/09) Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions Our first question comes from Troy Jensen - Piper Jaffray. Troy Jensen - Piper Jaffray Andy, historically March quarter you’ve always had a book-to-bill below 1, something like six or the past seven years, followed up with a book-to-bill above 1 for the June quarter....
- Earnings calls 2009-04-22
- Stratasys Inc. Q2 2009 Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions Your first question comes from Troy Jensen - Piper Jaffray. Troy Jensen - Piper Jaffray Could you give us a quick update on the channel realignment on the Fortus side just curious if you think it’s fully integrated now, and if there’s been any...
- Earnings calls 2009-07-29
- Stratasys, Inc. Q4 2007 Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions Your first question comes from the line of Troy Jensen - Piper Jaffray. Troy Jensen - Piper Jaffray On the backlog, two quarters in a row now you have had some struggles with properly forecasting demand mix, and it has...
- Earnings calls 2008-02-28
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