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Technology Stocks : Transmeta (TMTA)-The Monster That Could Slay Intel
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To: Daniel Schuh who wrote (71)1/21/2000 5:40:00 PM
From: Dennis O'Bell  Read Replies (2) of 421
 
Are there really all that many imbedded processor solutions
out there that will run x86 programs, and run them well?

My hypothesis about Merced is that maybe Intel was not
serious enough to treat the transition to 64 bit processing
as an "inflection point", provided that the x86 cash cow
was still delivering plenty of milk. Their previous RISC
processor, the I860, was hardly brilliant (DEC used them
as a graphics co-processor for a 3D graphics card.)

As for the DEC Alpha, the real problem was that, as one of
my friends observed, DEC's marketing department couldn't
sell a glass of ice water to a desert bedouin.

So, I think these guys have chosen their target rather astutely.

It may not include any *radical* new ideas, but if combining
them well to make a product like this possible was so easy,
why hasn't someone else already done it?
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