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

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To: Artslaw who wrote (357)12/19/2000 6:31:05 PM
From: Artslaw   of 421
 
OK, covered at 24 1/16 for 10 7/8 pt gain. Love this company. Bring on the next rally!

On a side note, had lunch with some friends today. We had people from all sorts of different silicon companies including rivals Intel, AMD, and Transmeta--everyone is in the same boat since all the companies are down, so nobody cares about the competition when you are eating lunch. Heard a funny story from a Transmeta person who said that some European kid wrote a VP there and said he would sign a contract to work three years for free if he could work with Linus (of Linux fame). Thought that was cute/bizarre--don't know if they hired the guy, though! I think Linus is worth about 10 points to TMTA. Nobody (including TMTA) could really explain why Linus is there, or what he really adds. So what if they make a mobile Linux!? You can run Linux on an Intel or AMD processor (mobile or not) already. Weird choice.

Steve
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