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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (109599)	9/10/2000 12:25:27 PM
From: greg s	Read Replies (2) \| Respond to of 186894

Paul, re: Transmeta Thanks for your thoughts on this. As you probably know, I am extremely long on Intel, so time has taught me to take upstart competition with a grain of salt. However ... ... the fact that Sony has designed the Crusoe into their PictureBook gives me pause. Sony is a world class manufacturer and it seems to me that they would need a compelling reason to complicate their supply chain and manufacturing system by adding this chip. Do you think that market imperatives would force Sony to take this as an interim step until 0.13 micron Pentium III's are available (as a key customer, Sony certainly knows what is on the horizon from Intel)? re: Any TransMeta design win is a LOSS for AMD - since all these supposed TransMeta users still use Intel as their primary supplier ... this statement confuses me. If Intel is their primary supplier, wouldn't each Transmeta-based system shipped represent a displaced IA-based system? Not trying to be argumentative here ... just trying to understand! Thanks, greg