RE: "Gartner Group analyst Martin Reynolds said. ''Running up against Intel is not a good thing to do, but if you look at processors that do lots of multimedia stuff, maybe there is a place for something truly innovative there. For example, look at where set top boxes are going. There are different requirements for processors for those things.'"
Hi Tejek,
Martin's comments on their own merit are quite correct and astute: there indeed are different requirements between these markets. Additionally, Intel (currently) does appear to have a slight weak spot in the STB, etc. markets.
Which isn't to say I have an opinion on Transmeta - in fact, I will reserve opinion on Transmeta until I get the facts. But I am definitely acknowledging a market situation which (currently) exists. Whether this situation is exploited or not, remains to be seen. Also, what Intel's response is, remains to be seen. History has shown, if the market is large enough, Intel responds aggressively. Until then, there's a potential opportunity for some tailoring to these markets. Who does it, remains to be seen.
Amy J |
