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: Dr. Zax who wrote (82)	1/22/2000 5:02:00 PM
From: Bill Fischofer	Read Replies (2) of 421

Transmeta and the Industry Transmeta's Crusoe has immediate impact in two areas: mobile computing and quiet computing. First and foremost, Crusoe will jumpstart the age of truly mobile computing by making all-day battery operation routine. Beyond this, it will enable the the PC to run virtually silently by eliminating the need for fans. This will enable the PC to become just another piece of consumer electronics and finally end the tyranny of the "biege box". Sleek, quiet PCs will dominate the consumer landscape. I expect INTC will actually be one of the last to see significant impact from Crusoe given its market position and overall financial and technical strength. AMD is another matter. Beyond this, traditional "low power"/"low function" chips such as StrongARM may find their niches somewhat smaller for two reasons. First, Crusoe will enable Transmeta to "clone" any specialty microprocessor in software simply by providing an appropriately versioned code morphing engine, and second, Crusoe can enable x86 applications to invade previously unreachable market spaces. Further out, the design flexibility of the Crusoe architecture will provide Transmeta with unique strategic and tactical advantages over traditional microprocessors. The ability to evolve hardware independent of legacy software concerns and the ability to add improved performance and/or functionality to existing chips via software upgrades represents a revolutionary advance in computing architecture which will provide Transmeta with unmatched flexibility in responding to market demands. If their technology works as well in the field as it appears, then within a very few years no traditional microprocessor will be able to compete with them. Either INTC or IBM would be wise to view Transmeta the way CSCO viewed Cerent and simply write a check with enough zeros (ten should do it) to buy the company. Barring this, I expect Transmeta to make IPO history sometime later this year.

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