Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Ronald Ashkenazy who wrote (79901)	11/15/1999 2:15:00 AM
From: Goutam	Respond to of 1579690

Ron, re: <So, does the board view Transmeta as an also-ran-long-shot, a too-early-to-tell development, or a potential serious threat to AMD's and INTC's future? > My take on this is that the entry of barrier to the X86 capable CPU market has gone up many times higher from the time Transmeta was started. When Transmeta was started, IDT and Cyrix were still viable. It's not going to have any effect on Intel or AMD in the very near future( next 18 months) because of the time it takes to bring a CPU with a new architecure/concept into market. Just my 2 Cents. Regards, Goutama