Transmeta (TMTA)-The Monster That Could Slay Intel Message Board

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Technology Stocks : Transmeta (TMTA)-The Monster That Could Slay Intel

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To: Artslaw who wrote (334)	11/17/2000 9:38:45 AM
From: deibutfeif	of 421

Steve, re:...Stocks like Amazon and Yahoo have always amazed me ... Yeah, but the problem is that there was really nothing to benchmark them against and they (initially) had little competition to limit them. As for TMTA, Intel (and even AMD) creates huge barriers to entry. While TMTA may (or may not) have some innovative ideas, its hard to believe they will be successful in getting them to market before the existing players eat their lunch, especially now that earnings once again appear relevant (thankfully). Good luck with your short play. ~dbf

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