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

To: Dennis O'Bell who wrote (110)	1/26/2000 2:32:00 PM
From: Thomas A Watson	Respond to of 421

Some more news links on transmeta The Truth About Transmeta Dvorak explains what these new and much-hyped chips will -- and will not -- do. By John C. Dvorak January 25, 2000 zdnet.com Mobile Linux delay nips Transmeta By Carmen Nobel, PC Week news.excite.com Older news............ S3 comes to Crusoe's rescue OEM partner answers some of the lingering questions about the profitability of Transmeta's new chip. By John G. Spooner, ZDNet News UPDATED January 20, 2000 5:13 PM PT zdnet.com Transmeta's Crusoe: How it works The chip relies on software smarts to save power while keeping performance high. By John G. Spooner, ZDNet News January 19, 2000 1:04 PM PT zdnet.com Tom Watson tosiwmee

To: Dennis O'Bell who wrote (110)	1/26/2000 6:34:00 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 421

Normally, I'd say that AMD was much more the target that Transmeta here, Intel would be leaving a lot of money on the table to fight a part that won't ship for 6 months. These days, though, who knows what Intel is doing? We got this story from the Register: Intel cancels Pentium III supplies for February theregister.co.uk Plus Mikey Dell misses earnings, by a pretty good margin, because even he can't get the parts. Intel cutting prices by 50% on parts they're having trouble shipping? Or maybe the mobile parts are much easier to make. Or maybe Intel's just lost it. Cheers, Dan.