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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: indy who wrote (32726)	10/2/2000 1:24:26 PM
From: FaultLine	Read Replies (1) \| Respond to of 54805

perhaps the market place may not be as totally wide open to Transmeta as it appears on the surface But the Transmeta chip runs x86 apps. That still counts for a lot on many portable platforms. --FL

To: indy who wrote (32726)	10/2/2000 4:15:21 PM
From: Doren	Read Replies (1) \| Respond to of 54805

indy, Yeah, nice little post. I wasn't advocating Transmeta. As a matter of fact I wouldn't invest in the company unless it stabilizes and proves sales. The transmeta chips do take a 10% interpreter hit, and they are not as fast as other chips if you look at them Mhz to Mhz. However the idea is a good one. Several notebook makers have begun to offer the chip, they know more than we know, I suspect they see the future. Just pointing out that perhaps Intel has had it's day. It's surely not a Gorilla, more like an old King surrounded by ambitious young Princes. Maybe it can pull a rabbit out of it's hat. My perception is that they've used subterfuge to stay at the top, but now that AMD has found a chink in the armor they vulnerable. They are vulnerable because the subterfuge worked too long, but the technology lapsed, or sputtered. On the server side their Xeon chips haven't gotten rave reviews. This month several mobo makers announced multiprocessor AMD chipsets are coming soon. It's the old argument do you want to pay premium for the best or get a much better price for 95% of the best. Similar to the current debate on NAS vs SAN. Of course older companies flush with money will pay extra, but the majority of the new upstarts will opt for the 95% thing because the need to grow so much faster.