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

To: ComradeBrehznev who wrote (98)	1/25/2000 10:39:00 AM
From: Daniel Schuh	Read Replies (1) \| Respond to of 421

Transmeta is (well, wants to be) in the microprocessor business. They'll sell to anyone who can pay for their chips. The webpad and other "internet appliances" may be cool, but I'm not sure how much advantage they got over a laptop, a keyboard is nice to have too. Otherwise how would we post all these speculative messages? (oops, there's always voice and handwriting recognition, but you still got to edit). Plus, the bottom part holds the screen up for you on a laptop, a screen on your lap isn't quite the right angle. As for the linux angle, I'm confused as to what advantage an x86 emulation, however elegant, has for running linux. It's the open source world, you run gcc, you recompile your apps, you can run a cross compiler easily enough even. Most people want x86 to run Windows software, whether we like it or not. Ok, there's wine, I haven't kept up with that. Cheers, Dan.

To: ComradeBrehznev who wrote (98)	1/25/2000 9:22:00 PM
From: lkj	Respond to of 421

CB, What if consumers don't like the WebPad, instead they want something that consumes even less power and weighs even less? Like a concept car, a WebPad may not leave the show room too far. There are two markets in portables: notebooks and handhelds. A WebPad displays like a notebook, but works more like a handheld. I don't think such market exists. Palm is getting color next month. There is no doubt in my mind that "web pads" or whatever they are called with collide with high end handheld computers and low end notebooks. The questions are what does WebPad bring to us in comparison to notebooks and handheld, what do we sacrifice in return, and does it worth it. Khan