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To: kash johal who wrote (96742)	1/19/2000 4:27:00 PM
From: L. Adam Latham	Read Replies (1) \| Respond to of 186894

kash and all: AOL earnings $0.09 vs $0.08 estimate. Revs $1.6B vs $1.57B estimate. IBM earnings $1.12 vs $1.06 estimate, but revs $24.2B vs $25.0B estimate. Adam

To: kash johal who wrote (96742)	1/20/2000 3:45:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

RE: "However they may do something in the internet appliance space vs NSM's geode chip. But they don't have NSMs integration (ie no graphics on chip) so even NSM may kick their butt." Kash, Good post. ------------------------- From redherring.com " Rather than competing directly with Intel, Transmeta poses a "clear threat to the x86 vendors who are building low-power parts for small notebooks and Internet appliances, such as Cyrix, Via, and Rise," says Keith Difendorff, editor-in-chief of the Microprocessor Report " ------------------------- They have $50MM (year's capital) in the bank per RH's quote of Bill Tai. Edit: Transmeta has other stable/available x86 vendors to compete with, and key is: Price, stability, x86, graphics, (power, depending which IA segment) Sometime later this year, one can add to the list Intel's Timna which could eventually fill Intel's x86 gap for high-end IAs (assuming tweaks). An x86 emulator for StrongARM doesn't sound too appealing (nor does non-x86) for this market (okay for low-end IAs, where power is more important). Amy J