TMTA Transmeta better faster cheaper? Message Board

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Technology Stocks : TMTA Transmeta better faster cheaper?

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To: Labrador who wrote (75)	7/7/2001 1:52:49 AM
From: Daytek77	Read Replies (1) of 281

Didn't say but consider that TMTA's present market cap is only around $600 million..they have $300 million in cash and a superior product. What they don't have...yet is a strong U.S. presence . I would suspect that once Carusoe gets offered first by Japanese companies like NEC, Fujitsu etc.. then U.S suppliers the rewards will be spectacular. I also believe this news release is not insignificant: siliconinvestor.com I read on Transmeta's site where they will upgrade architectures every six months so it will be difficult for legacy chip suppliers to emulate them. The risk/reward here is spectacular even though the short-term will be challenging . A patient investor who can accumulate here with a 6-12 month time-frame will be quite pleased I suspect.

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