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Technology Stocks : TMTA Transmeta better faster cheaper?
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To: powershred who wrote (249)10/15/2003 4:48:45 AM
From: Artslaw  Read Replies (1) of 281
 
IF the future is indeed in the UPC segment and blade servers....is this what COULD be TMTAs' silver bullet? Could they make more money on this than on chips?

First, plenty of chip designs turn off portions of their chip when not being used (by routing the local "ground" through a transistor, and then turning that transistor off). This is common practice to reduce leakage power. TMTA doesn't say exactly what their big breakthrough really is, though, except to say that it reduces leakage power. . .

Second, regardless of their power efficiency, TMTA chips are low performance. You'd need more of those power efficient TMTA chips on a blade to equal the processing power of some other CPU type. If the microprocessors are actually being used "full throttle" (which is sort of what you want if you are the owner of this server), then the benefits of the fine "Long Run" tweaks will not be seen since they can't stop the active devices from drawing power. So, while this is great for the mostly-idling computers (such as laptops), it's considerably less stellar for a server. I'm guessing the optimal power/performance density will not be arrived at with very low performance chips.

I've been following TMTA since their IPO, and while their press releases are never technically wrong, the audience rarely seems to scrutinize them much. I do hope the stock goes above $5 to provide a potential short candidate! :)

I'm with you, though. I was thinking the announcement would be more like "IBM and Dell are going to make laptops with our chip" to justify the run-up!

Steve
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