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Technology Stocks : TMTA Transmeta better faster cheaper?
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To: George who wrote (46)5/19/2001 6:15:28 PM
From: pheilman_  Read Replies (2) of 281
 
why code morphing is "disruptive".

For two decades Intel has had a very profitable market selling x86 architecture parts for PCs. Due to Microsoft's code just running on x86. (Except for a brief effort in NT to support PowerPC and Mips) All other CPU architectures have been reduced to far less profitable markets, Macs, embedded, set top and so on. If code morphing performs as advertised, architecture is now irrelevant, suddenly all other processors can compete with Intel's x86. Now rather than a duopoly, Intel and AMD, all other semi companies with a processor can compete. And there are a lot of hungry semi manufacturers.

Example: Need a slow low power x86? Get a Crusoe or Arm or Mips and use code morphing. Heck, you could spin a chip with embedded DRAM and a processor for a small handheld.

Intel and AMD are so focused on the desktop and server market that they are not really serving the whole possible market for x86 parts.

This is the best my hardware engineer brain can understand it.
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