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

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To: ComradeBrehznev who wrote (98)1/25/2000 9:22:00 PM
From: lkj   of 421
 
CB,

What if consumers don't like the WebPad, instead they want something that consumes even less power and weighs even less? Like a concept car, a WebPad may not leave the show room too far.

There are two markets in portables: notebooks and handhelds. A WebPad displays like a notebook, but works more like a handheld. I don't think such market exists. Palm is getting color next month. There is no doubt in my mind that "web pads" or whatever they are called with collide with high end handheld computers and low end notebooks. The questions are what does WebPad bring to us in comparison to notebooks and handheld, what do we sacrifice in return, and does it worth it.

Khan
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