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

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To: MarkR37 who wrote (198)10/28/2000 12:06:57 AM
From: Thomas A Watson  Read Replies (2) of 421
 
I don't see transmeta as disruptive. I think of the transmeta innovation in two areas. One is an end to end analysis of user's need and power use. The other is the emulation engine or whatever you want to call. Emulation clock for clock cannot compete with direct coding. The max performance of the transmeta chips is a testament to this.
The innovative power saving techniques all can be copied partly and for the most part in whole by amd, Intel, whomever over time. The emulation will never compete clock for clock with direct code. So amd and intel chip users will be able to implement systems with far more dynamic range of compute power which yes will impact battery life when needed but be just as stingy when not. User's could also be given nice choice, user selects max cpu speed to extend battery and loses response.

Tom Watson tosiwmee
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