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Technology Stocks : WDC/Sandisk Corporation

WDC 176.05

-2.0%

Dec 30 3:59 PM EST

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To: DukeCrow who wrote (11994)	6/16/2000 6:59:00 AM
From: Ausdauer	Read Replies (3) of 60323

Wired Magazine has yet another piece... ...on Transmeta. I think the story of how the company worked in total seclusion for 5 years is fascinating and suspenseful. Intel has been bad mouthing Transmeta, but the fact is there are no demo chips available except to OEM's (reportedly a deal with AOL to create a net tablet PC is in the works) and Transmeta engineers. The notion of a net-enabled handheld PC which is extremely stingy with available power is attractive. I still believe that flash memory will play an important role in whatever Transmeta brings to market. The problem being that the CPU and the data storage solutions are only a piece of the puzzle. The LCD screen is yet another problem to solve. Perhaps organic LCD's or cyberdisplays will catch on and offer new choices for designers. Transmeta also hired Linus Torvald to write software for the system's platform. I understand Crusoe and its variants will operate on a mobile Unix/Linux platform. Does anyone know if SanDisk's products are compatible with Unix? It would appear from some recent articles I have seen that incorporating a whole Pocket PC OS (or the entire EPOC or Palm OS for that matter) is not necessary for most net-enabled handhelds. Some scaled-down version with browser function is all that is really needed. Most of the GSM-based cellphones with web access use a WAP protocol that is uploaded from a SIM card. That way it is easy to upgrade older phones with the equivalent of a smart card insertion rather than a hardware exchange which is labor intensive and adds complexity for the design engineers. Do most SIM cards require some form of flash as well? Ausdauer

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