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: Thomas A Watson who wrote (199)	10/28/2000 1:15:24 AM
From: axp	of 421

Thomas A Watson got it right on, IMO. Not only that, in the laptop market the big bright screen displays are becoming just as about as much of a battery drain as the processor. This wouldn't apply to PDAs, but the non-WinCE PDAs already have acceptable battery life. Transmeta had a good idea and the initial performance benchmarks looked good. But a lot of the initial promise hit the hard wall of reality when they tried to run real x86 OSes and applications. The current performance of x86 chips is the result of years of incremental performance gains in the chips, compilers, OSes, apps, buses, and memory subsystems all being tuned against each other in a "virtuous cycle". On the other hand, whether they can make money or whether this will be a good investment is a different question that depends on a lot more than an evaluation of the technology.

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