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Technology Stocks : Transmeta (TMTA)-The Monster That Could Slay Intel -- Ignore unavailable to you. Want to Upgrade?

To: Artslaw who wrote (291)	11/9/2000 3:37:41 AM
From: The Duke of URL©	Respond to of 421

For what it is worth, I shorted a little Transmeta this (Wednesday) afternoon at 44 1/4. Why would I short such a great prospect, you might ask? (And, BTW, I'm not the type of person who normally goes short). You shorted within thirty days of the new issue?

To: Artslaw who wrote (291)	11/9/2000 8:47:50 AM
From: Dave	Read Replies (1) \| Respond to of 421

Steven: For what it is worth, I shorted a little Transmeta this (Wednesday) afternoon at 44 1/4. You make a great valuation argument, however, you can't short an IPO until after 30 days. NIce try!

To: Artslaw who wrote (291)	11/10/2000 3:01:43 AM
From: ComradeBrehznev	Read Replies (1) \| Respond to of 421

Re: shorts I see the ignorant have arrived. "TMTA business is a lot of hype" - and apparently your mission is to counteract it with your anti- hype? at least try to make rational arguments: ," but is it cheaper to make than a comparable performance chip? " It has a smaller die than either the amd or intel chips, therefore almost by definition it is 'cheaper to make' "Is it cheaper than a comparably low-power chip? Hell no (there are other low-power chips, like StrongARM--they just aren't x86 compatible or as powerful" What's your point? If they're not x86 compatible, they're oranges, not apples, and any comparison has no meaning. "wait for some weird benchmark to compare this relatively unimportant point" If you say so, but then why are amd/ intel now trying to match crusoe's energy efficiency/ performance ratio? ". Is TMTA comparable to AMD? " no. check it out: finance.yahoo.com that's an ugly, painful 16yr non-performance - whew! The market is always forward- looking, discounting the future GROWTH. It clearly doesn't see it in amd; intc has had a great run, but like dell, their best are in the past. short if you like, but watch out in case it turns into a brcd or brcm. i would like to be long, but etrade didn't carry this one, so i'll just keep watching for now... CB