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Technology Stocks : Transmeta (TMTA)-The Monster That Could Slay Intel
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To: MarkR37 who wrote (202)10/28/2000 1:59:40 PM
From: Thomas A Watson  Read Replies (1) of 421
 
cheaper, simpler, smaller, and, frequently, more convenient to use."

Cheaper, Intel has own fab,
Simple, emulation, whatever you want to call it is an entire level of complexity. everything to everyone.
smaller, ultimately a processor designed to task uses fewer transistors and fewer leads to smaller in time.
More convenient, with twice the power I can do in half the time. Yes my battery won't last. But as I mentioned earlier much of the innovation of the crusoe is just a program or process that intelligently determines what power make sense and this feature can be embedded in the bios or OS of any system.

The above is why I don't consider crusoe a disruptive technology. The continuing shrinking of feature size in IC's means more and more surplus processing power at less and less power consumption.

Now laptop's is one area of the market. If one looks to the embedded market, ac available applications are numerous and power is of little import. In this space designing a processor core like mips make for a cleaner design. Also mips for example has lots of folks who know how to program it and their is a tremendous established infrastructure of prototype and software development and simulation tools.

In mobile space me thinks that mips core can be fabed in a technology that is very low power and you still have all the support in place.

I just used mips as an example. Yes I do own mips stock.

Tom Watson tosiwmee
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