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Technology Stocks : TMTA Transmeta better faster cheaper?
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To: pheilman_ who wrote (48)5/20/2001 2:03:33 PM
From: xgiannak  Read Replies (1) of 281
 
I would like to taint the "disruptive" in a slightly different color.
Current x86 market is still based on a central architecture that is a 386.
Although pipelines were duplicated, memory added, clock speeded, the architecture (the idea of computing) is still the same, and Intel/AMD have been hitting always harder the limits of the architecture, which is maintaining the consistency of computing.
With code morphing, Transmeta provides a very credible attempt past this architecture: the problem is not to emulate an Intel, the problem is the inbetween, between the Intel code (or whatever machine code, why not Java?) and processor execution. The inbetween is full of traps, statistical uncertainties, and Transmeta is pioneering in the unknown, but it is already clear that they have the theoretical tools to go beyond the problems that block the growth of x86 performance/consumption.
In my opinion their emergence in the handheld market is casual and due to the fact that this market accepts higher prices.
JMH piece...
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