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

To: Pravin Kamdar who wrote (16870)	10/31/2000 4:16:58 AM
From: dougSF30	Respond to of 275872

Pravin, sounds more like Transmeta might be opening the door for AMD to be a competitive power-house next year. <g> Doug

To: Pravin Kamdar who wrote (16870)	10/31/2000 9:36:24 AM
From: Y. Samuel Arai	Read Replies (1) \| Respond to of 275872

RE:I would like to know what Transmeta gets out of the deal Pravin: Perhaps they get AMD shares, and shelve plans for an IPO? :-) Sam

To: Pravin Kamdar who wrote (16870)	10/31/2000 9:46:06 AM
From: combjelly	Respond to of 275872

RE:What does Transmeta get? One thing they are interested in is LDT. AMD so far has mentioned that the peripheral end is royalty free, they haven't said anything about the processor end. Now that may be royalty free also, but AMD is contributing engineering talent to facilitate integration. Of course, that begs the question of why Transmeta is interested in LDT. Not knowing anything about the electrical characteristics, it is possible that it can be run in a low power mode and because it is so fast, the ratio between it being on for transfers and off in idle most should be pretty low. Just a guess, though.