TMTA Transmeta better faster cheaper? Message Board

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Technology Stocks : TMTA Transmeta better faster cheaper?

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To: Ron who wrote (86)	7/13/2001 8:45:11 AM
From: Bill Fischofer	of 281

Re: Bounce After listening to AMD's conference call last night I'm not so sure much more than further erosion is likely for another quarter or so. AMD basically admitted that they're in a full-scale price war with INTC and will likely lose money in the third quarter as they battle to maintain market share. Not the best competitive environment for TMTA in the near term. The old saying "When the elephants fight the grass suffers" comes to mind here.

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