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


To: Daniel Schuh who wrote (71)1/21/2000 1:52:00 AM
From: ComradeBrehznev  Read Replies (1) | Respond to of 421
 
Goodbye Windows CE? (from PC World):

?Crusoe could kill Windows CE,? says analyst Enderle. Where battery life for Windows CE devices can be limited to as little as a few hours, a Crusoe-based Web Pad, for example, can run all day without a recharge. ?Crusoe has a special deep sleep mode that uses only 20 milliwatts of power,? says Ditzel. ?You could leave it on and come back two weeks later and the device would still be running.?

Notebook computers represent about 17 percent of the overall PC market according to Dataquest, and Transmeta is going after the fastest growing segment of that market: lightweight, under-four-pound systems powerful enough to run Windows 98 and support CD and DVD playback. In terms of battery life, ?Intel?s most recent mobile chips miss the boat,? says Enderle.

?Crusoe could generate all kinds of growth in mobile computing devices,? says Keith Diefendorff, analyst with Microprocessor Report. ?Yes, mobile today is 17 percent of the PC market, but Crusoe could spawn products that don?t exist today with new form factors, because it?s easier to work with than competing RISC chips.?

The Transmeta chip may even find its way into desktop systems. ?Nothing prohibits us from moving to the desktop, but first things first,? says Marc Fleischmann, a project manager at Transmeta.

Crusoe?s small size and aggressive price could let a PC maker create a very compact, inexpensive, and quiet desktop system. (For one thing, the Crusoe doesn?t need a fan to dissipate heat.)



To: Daniel Schuh who wrote (71)1/21/2000 4:59:00 PM
From: Jock Hutchinson  Respond to of 421
 
To All: It seems like this thread is off to a great start. I am receiving a number of PMs commenting on the excellent technical discussions that are developing on this thread. My sincere thanks to those contributors.



To: Daniel Schuh who wrote (71)1/21/2000 5:40:00 PM
From: Dennis O'Bell  Read Replies (2) | Respond to of 421
 
Are there really all that many imbedded processor solutions
out there that will run x86 programs, and run them well?

My hypothesis about Merced is that maybe Intel was not
serious enough to treat the transition to 64 bit processing
as an "inflection point", provided that the x86 cash cow
was still delivering plenty of milk. Their previous RISC
processor, the I860, was hardly brilliant (DEC used them
as a graphics co-processor for a 3D graphics card.)

As for the DEC Alpha, the real problem was that, as one of
my friends observed, DEC's marketing department couldn't
sell a glass of ice water to a desert bedouin.

So, I think these guys have chosen their target rather astutely.

It may not include any *radical* new ideas, but if combining
them well to make a product like this possible was so easy,
why hasn't someone else already done it?