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Technology Stocks : Transmeta (TMTA)-The Monster That Could Slay Intel -- Ignore unavailable to you. Want to Upgrade?

To: Jock Hutchinson who wrote (67)	1/20/2000 11:02:00 PM
From: carl a. mehr	Respond to of 421

All, In reading url: smartmoney.com I find reference to a mutual fund that owns 500,000 convertible Transmeta shares. Without more data, such a statement is meaningless. Read the article in smartmoney by Danny Hakim - part shown below: <So, can average investors get a piece of Transmeta? Yes, through the back door. You can't directly, of course, because it's a private company and you probably don't have the ready millions and connections to get in on a round of financing. But according to filings with the Securities and Exchange Commission, the $9 billion Seligman Communications & Information (SLMCX) mutual fund holds 500,000 convertible Transmeta shares. > I suspect that Paul Allen and George Soros will have millions of shares at a cost of 5 to 10 cents each. When Transmeta goes public these shares may suddenly become worth a 1000 times more overnight. The PR machine will work overtime until these boys can bail out. This stock will bloom, but in the end be nothing but a scam vehicle. It's such an exciting time we live it and the world is full of people wanting to strike it rich. The unlucky ones will be holding the bag when profits fail to arrive. Oh yeah, we may have to wait 5 years to get 'the rest of the story'...humble carl

To: Jock Hutchinson who wrote (67)	1/20/2000 11:27:00 PM
From: architect*	Read Replies (1) \| Respond to of 421

>And they've written software that will let small handheld devices run programs actually stored on powerful computers across a network.< another vision Linus has for "the Future of Linux" is: "because a lot of the future may be with laptops, or cards that you plug in wherever you go, or something similar, so I'd like Linux to go in that direction too." Linus Tovalds, The Linux Edge. from Open Sources. oreilly.com

To: Jock Hutchinson who wrote (67)	1/22/2000 2:19:00 PM
From: Thomas A Watson	Respond to of 421

Well I've read the last 40 posts and to summarize. My conclusion. crusoe is the best thing since sliced bread. well in theory. Only one chink may be in the armor. Will the morphing introduce operational anomilies, bugs? Only time will tell, but the tech team at transmeta is quite impressive and the crusoe processor seems to be the result of a wow well thought out system's analysis. When considering the niche of transmeta, well if we are only talking about numbers maybe we should be talking about intel's niche. OK it will take a couple of years for every human to have his own personal wearable PC. Repeating some of the really great links already posted. Crusoe Explored by Jon "Hannibal" Stokes arstechnica.com Both of the above factors are essential to the success of a high end x86 CPU that's aimed at the server and workstation market. What if, though, a team of CPU designers were to go back to the drawing board and start from scratch on a CPU design with a different market, and different set of questions, in mind? Transmeta's Crusoe team did just that. They started over again, but this time instead of asking "how fast can we possibly make this," they asked "how efficient can we possibly make this, and still have it run x86 apps acceptably." Thus, Crusoe's designers were working towards two primary design goals that dictated the decisions and tradeoffs that they made. Transmeta wanted the Crusoe to have: full x86 compatibility the lowest possible power consumption a level of x86 application performance that provides for a reasonably good user experience Notice that last bullet point there. Crusoe isn't about framerates(yet), and it isn't about 3DSMAX rendering or weather simulation. It's about doing low to mildly compute-intensive sorts of tasks like word processing, video and audio playback, web browsing, email, etc. And more specifically, it's about taking those tasks on the road. New Transmeta patent reveals x86-killer design theregister.co.uk I've really enjoyed reading this thread. Tom Watson tosiwmee Oh and I think my idea of a window manager is as well thought out as the crusoe processor. watman.com