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: Ron who wrote (368)	1/19/2001 2:28:08 AM
From: Artslaw	Read Replies (2) of 421

Ron, I like the idea of lower power servers (since I live in California and all), but rack-mount servers are designed for performance density, and the TMTA approach requires a lot more chips to get that performance number up, such that the impressive density is less appealing. They seem to think it will work--we shall see. On another note, Transmeta earnings came out ahead of expectations (when correcting for outstanding shares being less than the estimators thought). This could create a rally tomorrow, especially considering they actually forecast nice growth and will probably get some upgrades/coverage. I would love to see another run to 40 for a chance to short it again. With the overall market momentum right now, who knows? I figure once it gets up there again, the chance of a secondary becomes reasonable. . .Maybe it is too soon though, I really don't know. Ol' Krispy Kreme did it already. Cheers, Steve

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