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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?


To: chris431 who wrote (60618)10/16/2000 5:12:02 PM
From: steve h  Read Replies (2) | Respond to of 122087
 
Hi Chris,
Thanks so much for insight, again.

Now I wish I sold today. I'll see what happens tomorrow.

Steve h



To: chris431 who wrote (60618)10/16/2000 5:31:15 PM
From: CapitalLosses  Read Replies (1) | Respond to of 122087
 
Hi Chris,

This isn't to debate you (I'm using a T-bird myself right now -- excellent chip), I'm just looking for more information. Specifically, how is AMD going to deal with the following factors:

AMD's recent CPUs run insanely hot and future ones should run even hotter -- is it possible for them to release mobile versions of T-bird/Duron and does this matter? Is the heat going to be a problem even for the reliability of desktop computers? (Rumors are flying that a certain e-tailor was getting a ten-percent return rate on computers using T-bird 800s -- the serial # on the bottom of the case {just opposite the CPU} would often be too scorched to read. It sounds like an urban-myth, I know, but....)

SMP for T-birds (as far as I know) is promised to be close but is still vapor-ware.

Intel has the server market sown up. (You specifically mentioned AMD cracking this -- how?) Mission-critical apps demand trusted hardware.

Intel has the embedded market sown up. Again, mission-critical.

Regards,
-CLs



To: chris431 who wrote (60618)10/16/2000 6:32:08 PM
From: CapitalLosses  Read Replies (1) | Respond to of 122087
 
Hello again,

Actually, on the subject of CPUs, I would be even more interested in your opinion of TMTA. ZDNet just reviewed the first Crusoe product and the short story is: TMTA has no product. They claim to have a chip that gives mobile-PIII performance at a fraction of the power-draw. But what I read into the ZDNet review is, this doesn't describe the Crusoe. Perfomance was on par with a low-end and very old pentium and battery life was what you would expect for a two-pound subnotebook -- 2.5 hours -- nowhere near TMTA's claims of 8-10 hours.

Toshiba said the same thing two months ago in a public spanking it gave TMTA, which has been keeping the performance specs of the Crusoe family a closely guarded secret -- strange for a company with a supposedly revolutionary CPU.

SS TMTA @... oh, wait, TMTA hasn't IPO'd yet. I hope it doesn't get rejected by the market.

TMTA's latest requiem:
zdnet.com

TMTA's previous requiem:
vnunet.com

snip
---
Steve Crawley, Toshiba UK's product marketing manager, said that the company had no plans to introduce Crusoe into future Toshiba products.

"[Crusoe] does give a reasonable increase in battery life, but nothing like Transmeta's publicity is claiming. The back light consumes a lot of power - one quarter of the power is used pushing light out. Realistically, in sub-notebooks it gives a 30 to 40 per cent increase in battery life," he said.

He added that Toshiba currently has prototypes of ultra-light notebooks with eight hour battery life using Intel rather than Transmeta chips. "This can be done with a standard Intel box," he said.

---
snip

-CLs