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Technology Stocks : Transmeta (TMTA)-The Monster That Could Slay Intel
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To: Rod Dolman who wrote (116)2/1/2000 11:22:00 PM
From: w molloy   of 421
 
>> future use of the chips in CellPhones

Tranmeta would be up gainst the UK outfit Arm holdings (ARMHY), which
has a huge chunk of the wireless market (90% of the current generation of digital handsets).

Off the top of my head, I can't see a reason for the big players (NOK ERICY QCOM CNXT SEIMENS VLSI LSI INTC etc) to change.

Reasons NOT to change are compelling too
e.g.
Tool investment (ASIC design, Software design)
Legacy designs
Legacy software

w.
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