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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (5689)	8/18/2000 9:01:52 PM
From: Yougang Xiao	Respond to of 275872

scumbria: <<I'm sure that many of their techniques are applicable>> Thanks. Let's see how the deal will be structured? Hopefully, it includes cross-license with power management technology to AMD. I see two problems if Transmeta is willing to give AMD the technology: 1. The technology to AMD will greatly dilute Transmeta's biggest selling point for its own chips. 2. If AMD can get power management technology, why not Intel, or for that matter, Via. Given the potential damage to Transmeta by sharing power technology with AMD, I see more likely a one-way license deal which only involves AMD giving LDT to Transmeta. Let's not get overly excited without knowing the deal points assuming there is a deal.

To: Scumbria who wrote (5689)	8/18/2000 9:01:53 PM
From: Yougang Xiao	Respond to of 275872

Deleted

To: Scumbria who wrote (5689)	8/18/2000 9:01:53 PM
From: Yougang Xiao	Respond to of 275872

Deleted.

To: Scumbria who wrote (5689)	8/18/2000 9:01:53 PM
From: Yougang Xiao	Respond to of 275872

Deleted

To: Scumbria who wrote (5689)	8/18/2000 9:01:55 PM
From: Yougang Xiao	Respond to of 275872

Deleted. Amazing,same message got posted 5 times. EOM

To: Scumbria who wrote (5689)	8/18/2000 10:36:23 PM
From: EricRR	Respond to of 275872

HP on Itanium: The chicken and the pig... There's an old story about a chicken and a pig going to a country breakfast. The chicken, it is said, is involved. The pig is committed future.enterprisecomputing.hp.com The funny thing is that HP is the chicken, and Intel is the pig! It has a great point counter point between HP and IBM concerning EPIC. IBM makes the strong case that compile to optimization is insufficient. HP mentions that run time profiling would benefit EPIC architectures. HP has it.(Transmedia sells it with (designs it in to) their chips, why won't HP give something similar to Intel to sell?) Also note that the HP guy doesn't say the debate will be resolved until after the release of the 3rd generation EPIC chip. (northwood?) Hardly a ringing endorsement.

To: Scumbria who wrote (5689)	8/19/2000 1:00:43 PM
From: that_crazy_doug	Read Replies (1) \| Respond to of 275872

<< I'm sure that many of their techniques are applicable. >> This isn't really my subject of expertise, but if I remember correctly from the last Transmeta lovefest with the media, the chip only had something like in the hundred thousands of transistors because almost all the logic was done through software and not hardware. I think that's the main reason why the chip takes such little power, and that's certainly doesn't seem like something that would be applicable to the athlon. I have serious doubts about the performance of the transmeta chip, I'll be very impressed if their 700mhz chip stays even with a 500mhz pentium 3, and even if it does, I don't know if that will make it a big success in the industry. A whole lot of juice is taken up by the monitor, so how much extended battery life do you get from a laptop with a 0 watt chip vs a 10 watt chip? I don't know the answer, but I really doubt it's the 12 hour battery life transmeta was talking about back in january. Anyway, I'm certainly not as euphoric about what AMD has to gain out of this as everyone else seems to be, and I think it's more likely to be a licensing deal then a fab sharing deal.