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

To: carl a. mehr who wrote (115940)	11/7/2000 11:23:48 AM
From: Elmer	Read Replies (3) \| Respond to of 186894

Humble One - Re: "Ashok Kumar seems to size up Transmeta right IMHO..." In my opinion too. "As Intel fights back and focuses on the mobile market, Transmeta will be relegated to fighting for the "nascent Webpad market." I think Transmeta has been way overhyped and their poor performance will be evident soon, as will Intel's low power x86 offerings. In the Webpad marketplace they will have to face Intel's StrongArm2 product line and TMTA will have no advantage at all. Costs will be higher with their lack of a fab and SA2's small die size. EP

To: carl a. mehr who wrote (115940)	11/7/2000 11:32:48 AM
From: The Duke of URL©	Read Replies (1) \| Respond to of 186894

"And the beat goes on": Compaq drops Transmeta's Crusoe chip ZDNet News November 7, 2000 6:28 AM PT Compaq Computer Corp. (NYSE: CPQ), according to published reports, has abandoned plans to use Transmeta Corp.'s low-power Crusoe processor in Compaq Armada notebook PCs. The decision by Compaq makes it the second top-tier computer maker to do so, after IBM Corp. (NYSE: IBM). Full story to follow. -- John G. Spooner, ZDNet News zdnet.com Well, they STILL have Zenith and Osborne. :)