TMTA Transmeta better faster cheaper? Message Board

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Technology Stocks : TMTA Transmeta better faster cheaper?

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To: George who wrote (24)	3/31/2001 9:59:02 AM
From: Bill Holtzman	Read Replies (2) of 281

I owned JDS Uniphase in November of 1999. The market soon realized that broadband would be big, that everybody was going to want high speed access to the internet and was willing to pay real money for it (unlike the dotcom customers). The market also realized that the people who made DWDM optical technologies would be selling product like hotcakes to lumberjacks as this demand for broadband increased. The stock went up by a factor of 5 in just a few months. (Of course, it has since dropped by 90% due to the optical gold rush.) How does the market "realize" something? The way I see it, influential people start e-mailing and calling clients and friends about a particular trend. These e-mails are analogous to the neutrons that U-235 atoms expel when they fission. As more are expelled, those neutrons cause other atoms to fission and the whole lump of rock becomes a bit unstable. You need a certain size rock to make it work. That's your critical mass. When there are enough people talking about TMTA it will reach critical mass and explode.

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